Xcel Wealth Management, LLC
- SEC CIK
- 0001791002
- Latest filing
- Jul 24, 2026
USA holding history
Liberty All Star Equity Fund in every 13F filed by Xcel Wealth Management, LLC, including the quarters it was sold out or no filing was made. Changes compare share counts with the previous calendar quarter.
USA overviewAll 13F holders of USAFull Q2 2026 holdings
- Shares (Q3 2021)
- 0
- Sold out in Q3 2021
- Value
- $0
- % of portfolio
- 0.0%
- Quarters held
- 1
- Since Q2 2021