Altus Wealth Group LLC USA — LIBERTY ALL STAR EQUITY FD

Ownership history in Altus Wealth Group LLC  ·  23 quarters on record

AI Ownership Summary

Altus Wealth Group LLC reported LIBERTY ALL STAR EQUITY FD (USA) in 23 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.13% in 2024 Q1. The latest visible filing shows USA at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this USA ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Altus Wealth Group LLC's position in LIBERTY ALL STAR EQUITY FD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q2

USA was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.13% in 2024 Q1

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q2

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

USA stock page Altus Wealth Group LLC fund profile Altus Wealth Group LLC full holdings
How Altus Wealth Group LLC held USA — position size vs. price
% of Fund (quarterly)    USA price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 10 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 31,769 — 0% 0.07% $185K 2026-07-17 $5.75
2026 Q1 REDUCED — — — 31,769 -370 -1.2% 0.07% $176K 2026-04-27 $5.64
2025 Q4 UNCHANGED — — — 32,139 — 0% 0.08% $202K 2026-02-13 $5.68
2025 Q3 REDUCED 5.8% +2.3% ❌ 32,139 -1,983 -5.8% 0.08% $204K 2025-10-21 $5.68
2025 Q2 UNCHANGED — — — 34,122 — 0% 0.10% $232K 2025-07-29 $5.90
2025 Q1 UNCHANGED — — — 34,122 — 0% 0.10% $223K 2025-04-25 $5.49
2024 Q4 ADDED — — — 34,122 +4,454 +15.0% 0.10% $237K 2025-02-10 $5.99
2024 Q3 REDUCED 14.5% +1.0% ❌ 29,668 -5,033 -14.5% 0.09% $211K 2024-10-22 $5.87
2024 Q2 REDUCED — — — 34,701 -554 -1.6% 0.12% $236K 2024-08-05 $5.21
2024 Q1 UNCHANGED — — — 35,255 — 0% 0.13% $252K 2024-05-02 $5.28
13 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding USA

As of 2026 Q2 — sorted by position size

Shaker Financial Services, LLC 3Y 7Y 3.0% PMG Family Office LLC 1.48% DECISION INVESTMENTS, INC 0.2% Smith Asset Management Co., LLC 0.08% Sage Capital Advisors,llc 3Y 7Y 0.06% Quad-Cities Investment Group, LLC 3Y 7Y 0.05% INDEPENDENT FINANCIAL GROUP, LLC 0.04% MRA Advisory Group 3Y 0.03% Nova Wealth Management, Inc. 0.02% Shulman DeMeo Asset Management LLC 3Y 7Y 0.01%

FAQ About Altus Wealth Group LLC and USA

These are the practical questions this page is built to answer before you even open the full history table.

How long has Altus Wealth Group LLC reported owning USA?

Altus Wealth Group LLC reported USA across 10 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

What was the largest reported USA position in Altus Wealth Group LLC's portfolio?

The largest reported portfolio weight for USA was 0.13% in 2024 Q1.

What is the latest reported USA position on this page?

The most recent filing on this page is 2026 Q2, when Altus Wealth Group LLC reported 31,769 shares, equal to 0.07% of portfolio, with an estimated market value of $185K.

What does the chart on this USA ownership page compare?

The chart compares Altus Wealth Group LLC's quarterly USA portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Altus Wealth Group LLC time their USA position?

Based on 13F filing dates vs. subsequent USA price moves, Altus Wealth Group LLC correctly timed 4 out of 9 reported position changes (44%). The annualised alpha on USA relative to SPY over the holding period was -7.3%.

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