Altus Wealth Group LLC Closed Holding Positions

Altus Wealth Group LLC

  • $209 Million
  • Q1 2025
Stock Closed Quarter Shares Sold Price Range Trade History
IHE
Ishares Tr

ETFs
Q2 2021 Filed on Aug 12, 2021
109
$174.94 - $189.58 $19.1K - $20.7K
CNBS
Amplify ETF Tr Seymour Cannabi

ETFs
Q2 2021 Filed on Aug 12, 2021
571
$22.81 - $29.54 $13K - $16.9K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
521
$166.46 - $180.76 $86.7K - $94.2K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
Q2 2021 Filed on Aug 12, 2021
255
N/A
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2021 Filed on Aug 12, 2021
74
$44.87 - $55.18 $3.32K - $4.08K
IJH
Ishares Core S&P Mid Cap ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
595
$260.21 - $276.38 $155K - $164K
FBT
First Trust Nyse Arca Biotechn

ETFs
Q2 2021 Filed on Aug 12, 2021
200
$157.67 - $176.2 $31.5K - $35.2K
IDV
Ishares Tr

ETFs
Q2 2021 Filed on Aug 12, 2021
725
$31.67 - $34.02 $23K - $24.7K
BLOK
Amplify ETF Tr Trnsformational

ETFs
Q2 2021 Filed on Aug 12, 2021
623
$42.62 - $59.84 $26.6K - $37.3K
SLYG
Spdr S&P 600 Small Cap Growth

ETFs
Q2 2021 Filed on Aug 12, 2021
1,200
$82.26 - $89.48 $98.7K - $107K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2021 Filed on Aug 12, 2021
44
$73.64 - $93.1 $3.24K - $4.1K
XBI
Spdr Ser Tr Spdr S&P Biotech E

ETFs
Q2 2021 Filed on Aug 12, 2021
420
$122.48 - $139.69 $51.4K - $58.7K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2021 Filed on Aug 12, 2021
20
$74.47 - $87.19 $1.49K - $1.74K
BATT
Amplify Lithium & Battery Tech

ETFs
Q2 2021 Filed on Aug 12, 2021
78
$14.86 - $17.97 $1.16K - $1.4K
LRN
Stride, Inc.

Consumer Defensive
Q1 2021 Filed on May 14, 2021
200
$20.89 - $31.2 $4.18K - $6.24K
LSXMK
Liberty Media Corp

Communication Services
Q1 2021 Filed on May 14, 2021
130
$39.85 - $47.04 $5.18K - $6.12K
HQH
Tekla Healthcare Investors

Financial Services
Q1 2021 Filed on May 14, 2021
1,335
$22.8 - $25.84 $30.4K - $34.5K
NLY
Annaly Capital Management Inc

Real Estate
Q1 2021 Filed on May 14, 2021
6,594
$8.12 - $8.97 $53.5K - $59.1K
Marvell Technology Group LTD
Q1 2021 Filed on May 14, 2021
119
N/A
FHN
First Horizon Corp

Financial Services
Q1 2021 Filed on May 14, 2021
708
$12.84 - $17.7 $9.09K - $12.5K
ETN
Eaton Corp PLC

Industrials
Q1 2021 Filed on May 14, 2021
133
$114.86 - $140.77 $15.3K - $18.7K
PXJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 14, 2021
210
$14.85 - $20.25 $3.12K - $4.25K
ETB
Eaton Vance Tax Managed Buy Write Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
2,995
$14.58 - $15.74 $43.7K - $47.1K
LWAY
Lifeway Foods, Inc.

Consumer Defensive
Q1 2021 Filed on May 14, 2021
100
$5.21 - $6.9 $521 - $690
HII
Huntington Ingalls Industries, Inc.

Industrials
Q1 2021 Filed on May 14, 2021
35
$157.33 - $207.36 $5.51K - $7.26K
SSNC
Ss&C Technologies Holdings Inc

Technology
Q1 2021 Filed on May 14, 2021
124
$62.88 - $71.85 $7.8K - $8.91K
VONG
Vanguard Russell 1000 Growth E

ETFs
Q1 2021 Filed on May 14, 2021
30
$59.12 - $65.5 $1.77K - $1.97K
EVV
Eaton Vance LTD Duration Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
8,183
$12.34 - $12.72 $101K - $104K
SNY
Sanofi

Healthcare
Q1 2021 Filed on May 14, 2021
33
$45.46 - $50.51 $1.5K - $1.67K
ALT
Altimmune, Inc.

Healthcare
Q1 2021 Filed on May 14, 2021
900
$12.71 - $24.31 $11.4K - $21.9K
OIA
Invesco Municipal Income Opportunities Trust

Financial Services
Q1 2021 Filed on May 14, 2021
8,440
$7.72 - $8.14 $65.2K - $68.7K
MNST
Monster Beverage Corp

Consumer Defensive
Q1 2021 Filed on May 14, 2021
37
$84.6 - $94.99 $3.13K - $3.51K
Bristol Myers Squibb CO
Q1 2021 Filed on May 14, 2021
14
N/A
XWEB
Spdr Ser Tr S&P Internet ETF

ETFs
Q1 2021 Filed on May 14, 2021
4
N/A
ETJ
Eaton Vance Risk Managed Diversified Equity Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
350
$10.07 - $10.92 $3.52K - $3.82K
MTCH
Match Group, Inc.

Communication Services
Q1 2021 Filed on May 14, 2021
140
$131.48 - $172.13 $18.4K - $24.1K
Pimco Dynamic Cr Income Fd
Q1 2021 Filed on May 14, 2021
3,990
N/A
SHW
Sherwin Williams CO

Basic Materials
Q1 2021 Filed on May 14, 2021
39
$219.85 - $253.01 $8.57K - $9.87K
GIM
Templeton Global Income Fund

Financial Services
Q1 2021 Filed on May 14, 2021
3,740
$5.29 - $5.69 $19.8K - $21.3K
JPC
Nuveen Preferred & Income Opportunities Fund

Financial Services
Q1 2021 Filed on May 14, 2021
410
$9.05 - $9.49 $3.71K - $3.89K
ED
Consolidated Edison Inc

Utilities
Q1 2021 Filed on May 14, 2021
450
$65.65 - $75.45 $29.5K - $34K
GEN
Gen Digital Inc Com
Q1 2021 Filed on May 14, 2021
571
N/A
CCK
Crown Holdings Inc

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
75
$86.0 - $101.01 $6.45K - $7.58K
RESD
Wisdomtree International Esg F

ETFs
Q1 2021 Filed on May 14, 2021
325
N/A
ELV
Elevance Health, Inc.

Healthcare
Q1 2021 Filed on May 14, 2021
53
$287.7 - $371.31 $15.2K - $19.7K
QSR
Restaurant Brands International Inc.

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
1,072
$57.11 - $67.92 $61.2K - $72.8K
PFN
Pimco Income Strategy Fund Ii

Financial Services
Q1 2021 Filed on May 14, 2021
4,590
$9.93 - $10.33 $45.6K - $47.4K
PBFX
Pbf Logistics LP

Energy
Q1 2021 Filed on May 14, 2021
1,100
$9.26 - $14.86 $10.2K - $16.3K
SCHR
Schwab Intermediate Term Us Tr

ETFs
Q1 2021 Filed on May 14, 2021
947
$56.41 - $58.25 $53.4K - $55.2K
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