Altus Wealth Group’s Liberty All-Star Equity Fund USA Stock Holding History

Altus Wealth Group’s Portfolio USA Stock Details USA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$181K	Sell	31,349 -420	-1%	-$2.48K	0.07%	143
2026 Q2	$185K	Hold	31,769	–	–	0.07%	151
2026 Q1	$176K	Sell	31,769 -370	-1%	-$2.21K	0.07%	139
2025 Q4	$202K	Hold	32,139	–	–	0.08%	136
2025 Q3	$204K	Sell	32,139 -1,983	-6%	-$13.1K	0.08%	137
2025 Q2	$232K	Hold	34,122	–	–	0.1%	117
2025 Q1	$223K	Hold	34,122	–	–	0.1%	121
2024 Q4	$237K	Buy	34,122 +4,454	+15%	+$32K	0.1%	128
2024 Q3	$211K	Sell	29,668 -5,033	-15%	-$34.5K	0.09%	134
2024 Q2	$236K	Sell	34,701 -554	-2%	-$3.77K	0.12%	118
2024 Q1	$252K	Hold	35,255	–	–	0.13%	118
2023 Q4	$225K	Hold	35,255	–	–	0.12%	125
2023 Q3	$209K	Hold	35,255	–	–	0.13%	120
2023 Q2	$228K	Hold	35,255	–	–	0.14%	122
2023 Q1	$219K	Hold	35,255	–	–	0.15%	117
2022 Q4	$201K	Buy	35,255 +3,936	+13%	+$23.5K	0.15%	130
2022 Q3	$269K	Hold	31,319	–	–	0.27%	89
2022 Q2	$269K	Sell	31,319 -3,031	-9%	-$21K	0.27%	89
2022 Q1	$278K	Hold	34,350	–	–	0.23%	85
2021 Q4	$288K	Buy	34,350 +3,031	+10%	+$25.6K	0.24%	90
2021 Q3	$269K	Hold	31,319	–	–	0.27%	89
2021 Q2	$283K	Hold	31,319	–	–	0.28%	83
2021 Q1	$258K	Hold	31,319	–	–	0.26%	86
2020 Q4	$216K	Buy	+31,319	New	+$201K	0.21%	92

Other funds holding USA

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Karpus Investment Management Pittsford, New York $3.34B AUM 3.39% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $64.1B AUM 28.9% 1-Year Est. Return

Absolute Investment Advisers Rosemary Beach, Florida $1.09B AUM 1.92% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Shaker Financial Services Arlington, Virginia $303M AUM 4.89% 1-Year Est. Return

Wolverine Asset Management Chicago, Illinois $14.9B AUM 3.61% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Altus Wealth Group's USA Position: Q3 2026 in Review

Altus Wealth Group reduced its Liberty All-Star Equity Fund (USA) stake by 1.3% in Q3 2026, selling an estimated $2.48K and leaving 31,349 shares worth $181K. The position accounts for 0.07% of the portfolio, ranked #143.

Altus Wealth Group first reported a position in USA in Q4 2020 and has held it in 24 quarters since. The position peaked at $288K in Q4 2021. 190 funds tracked by Wall St. Rank hold USA as of Q3 2026.

Altus Wealth Group held 31,349 shares of Liberty All-Star Equity Fund worth $181K as of Q3 2026.
Altus Wealth Group sold 420 Liberty All-Star Equity Fund shares in Q3 2026, an estimated $2.48K.
Liberty All-Star Equity Fund made up 0.07% of Altus Wealth Group's portfolio in Q3 2026, its #143 holding.
Altus Wealth Group first reported a position in Liberty All-Star Equity Fund in Q4 2020 and has held it in 24 quarters since.
Altus Wealth Group's Liberty All-Star Equity Fund position peaked at $288K in Q4 2021.
190 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q3 2026.

Based on Altus Wealth Group's 13F filing for Q3 2026, filed 20 Oct 2026.