Sage Capital Advisors,llc
Position in USA — Liberty All Star Equity Fund
CIK 1714107
SIOUX FALLS, SD
Position in USA
as of Jun 30, 2026
· filed Jul 9, 2026
Position Value
$304,978
+$19,253 QoQ
Shares Held
52,492
+2.0% QoQ
Ownership
0.017%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#96
of 228 holders
Holding Since
Dec 2021
19 quarters on record
Voting authority
Sole 33%
Shared 0%
None 67%
Common Shares in USA Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Sage Capital Advisors,llc holds $3,137,007 across 10 Asset Management names. USA ranks #7 (9.7% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | ADX |
Adams Diversified Equity Fund, Inc.
|
18,720 | $478,296 | |
| 2 | HQH |
abrdn Healthcare Investors
|
19,727 | $433,599 | |
| 3 | JPC |
Nuveen Preferred & Income Opportunities Fund
|
44,691 | $352,165 | |
| 4 | PDI |
PIMCO Dynamic Income Fund
|
20,956 | $349,965 | |
| 5 | FFC |
Flaherty & Crumrine PREFERRED & INCOME SECURITIES FUND INC
|
20,203 | $328,904 | |
| 6 | DSL |
DoubleLine Income Solutions Fund
|
28,407 | $314,181 | |
| 7 | USA |
Liberty All Star Equity Fund
This page
|
52,492 | $304,978 | |
| 8 | HIX |
Western Asset High Income Fund II Inc.
|
74,146 | $293,618 |
All Filings in USA
Export CSV
19 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $304,978 | 52,492 | Shares | Sole | 2026-07-09 | |
| 2026-03-31 | $285,725 | 51,482 | Shares | Sole | 2026-04-07 | |
| 2025-12-31 | $301,182 | 47,959 | Shares | Sole | 2026-01-06 | |
| 2025-09-30 | $302,069 | 47,645 | Shares | Sole | 2025-10-07 | |
| 2025-06-30 | $325,933 | 47,861 | Shares | Sole | 2025-07-03 | |
| 2025-03-31 | $343,213 | 52,399 | Shares | Sole | 2025-04-04 | |
| 2024-12-31 | $392,647 | 56,496 | Shares | Sole | 2025-01-10 | |
| 2024-09-30 | $485,874 | 68,433 | Shares | Sole | 2024-10-08 | |
| 2024-06-30 | $433,554 | 63,758 | Shares | Sole | 2024-07-09 | |
| 2024-03-31 | $415,879 | 58,165 | Shares | Sole | 2024-04-15 | |
| 2023-12-31 | $357,050 | 55,964 | Shares | Sole | 2024-01-09 | |
| 2023-09-30 | $385,634 | 65,141 | Shares | Sole | 2023-10-12 | |
| 2023-06-30 | $399,250 | 61,708 | Shares | Sole | 2023-07-12 | |
| 2023-03-31 | $377,648 | 60,911 | Shares | Sole | 2023-04-11 | |
| 2022-12-31 | $279,539 | 49,042 | Shares | Sole | 2023-01-19 | |
| 2022-09-30 | $261,535 | 47,294 | Shares | Sole | 2022-10-17 | |
| 2022-06-30 | $76,703 | 12,214 | Shares | Sole | 2022-07-06 | |
| 2022-03-31 | $96,232 | 11,910 | Shares | Sole | 2022-04-11 | |
| 2021-12-31 | $86,766 | 10,354 | Shares | Sole | 2022-01-20 | |
| No filing history on record for this holder in this stock. | ||||||