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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
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

SFS
Shaker Financial Services Arlington, Virginia $319M AUM 3.9% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
PFO
PMG Family Office Plano, Texas $109M AUM 15.87% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
SCA
Sage Capital Advisors Sioux Falls, South Dakota $482M AUM 34.73% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
DI
Decision Investments San Diego, California $110M AUM
MFG
Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return
PA
Procyon Advisors Shelton, Connecticut $2.32B AUM 26.81% 1-Year Est. Return

Altus Wealth Group's USA Position: Q2 2026 in Review

Altus Wealth Group held its Liberty All-Star Equity Fund (USA) position steady in Q2 2026 at 31,769 shares worth $185K. The position accounts for 0.07% of the portfolio, ranked #151.

Altus Wealth Group first reported a position in USA in Q4 2020 and has held it in 23 quarters since. The position peaked at $288K in Q4 2021. 30 funds tracked by Wall St. Rank hold USA as of Q2 2026.

  • Altus Wealth Group held 31,769 shares of Liberty All-Star Equity Fund worth $185K as of Q2 2026.
  • Altus Wealth Group left its Liberty All-Star Equity Fund share count unchanged in Q2 2026.
  • Liberty All-Star Equity Fund made up 0.07% of Altus Wealth Group's portfolio in Q2 2026, its #151 holding.
  • Altus Wealth Group first reported a position in Liberty All-Star Equity Fund in Q4 2020 and has held it in 23 quarters since.
  • Altus Wealth Group's Liberty All-Star Equity Fund position peaked at $288K in Q4 2021.
  • 30 funds tracked by Wall St. Rank held Liberty All-Star Equity Fund as of Q2 2026.

Based on Altus Wealth Group's 13F filing for Q2 2026, filed 17 Jul 2026.