Ownership history in Altus Wealth Group LLC Β· 8 quarters on record
This page tracks every 13F SEC filing in which Altus Wealth Group LLC reported a position in INVESCO EXCH TRADED FD TR II (PBUS). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π Altus Wealth Group LLC outperformed the S&P 500 by +0.3% annually on this PBUS position. Timing score: 67% (4/6 decisions correct). Average cost basis: $58.05. Maximum drawdown during holding period: β4.6%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
6 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
4 of 6 add/trim decisions correct
Best entry: $55.38 (2025 Q1) Β· Worst: $68.23 (2025 Q4)
π No drawdown exceeding 20% during the holding period β exceptionally stable.
7 adds Β· 1 trim. Bought during 1 of 1 down-price quarters. π Consistently bullish β fund kept accumulating this position.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.98% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size