Altus Wealth Group LLC Closed Holding Positions

Altus Wealth Group LLC

  • $235 Million
  • Q3 2025
Stock Closed Quarter Shares Sold Price Range Trade History
ITOT
Ishares Core S&P Total U.S. St

ETFs
Q2 2021 Filed on Aug 12, 2021
56
$92.76 - $98.86 $5.19K - $5.54K
VBR
Vanguard Small Cap Value ETF

ETFs
Q2 2021 Filed on Aug 12, 2021
521
$166.46 - $180.76 $86.7K - $94.2K
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
BATT
Amplify Lithium & Battery Tech

ETFs
Q2 2021 Filed on Aug 12, 2021
78
$14.86 - $17.97 $1.16K - $1.4K
ARKF
Ark ETF Tr Fintech Innovation

ETFs
Q2 2021 Filed on Aug 12, 2021
74
$44.87 - $55.18 $3.32K - $4.08K
IDV
Ishares Tr

ETFs
Q2 2021 Filed on Aug 12, 2021
725
$31.67 - $34.02 $23K - $24.7K
XLF
Financial Sector Spdr

ETFs
Q2 2021 Filed on Aug 12, 2021
1,944
$34.47 - $38.47 $67K - $74.8K
ARKQ
Ark Autonomous Technology & Ro

ETFs
Q2 2021 Filed on Aug 12, 2021
20
$74.47 - $87.19 $1.49K - $1.74K
ARKG
Ark Genomic Revolution ETF (De

ETFs
Q2 2021 Filed on Aug 12, 2021
44
$73.64 - $93.1 $3.24K - $4.1K
ARKW
Ark Next Generation Internet E

ETFs
Q2 2021 Filed on Aug 12, 2021
33
$123.49 - $160.08 $4.08K - $5.28K
ARKX
Ark ETF Tr Ark Space Expl & In

ETFs
Q2 2021 Filed on Aug 12, 2021
255
N/A
CNBS
Amplify ETF Tr Seymour Cannabi

ETFs
Q2 2021 Filed on Aug 12, 2021
571
$22.81 - $29.54 $13K - $16.9K
XLI
Industrial Sector Spdr

ETFs
Q2 2021 Filed on Aug 12, 2021
64
$98.78 - $105.53 $6.32K - $6.75K
BNS
Bank Of Nova Scotia

Financial Services
Q1 2021 Filed on May 14, 2021
150
$52.96 - $63.7 $7.94K - $9.56K
ADM
Archer Daniels Midland CO

Consumer Defensive
Q1 2021 Filed on May 14, 2021
808
$49.58 - $58.59 $40.1K - $47.3K
PFL
Pimco Income Strategy Fund

Financial Services
Q1 2021 Filed on May 14, 2021
1,500
$11.36 - $12.01 $17K - $18K
PXJ
Invesco Exchange Traded Fd Tr

ETFs
Q1 2021 Filed on May 14, 2021
210
$14.85 - $20.25 $3.12K - $4.25K
RESD
Wisdomtree International Esg F

ETFs
Q1 2021 Filed on May 14, 2021
325
N/A
PBFX
Pbf Logistics LP

Energy
Q1 2021 Filed on May 14, 2021
1,100
$9.26 - $14.86 $10.2K - $16.3K
FHN
First Horizon Corp

Financial Services
Q1 2021 Filed on May 14, 2021
708
$12.84 - $17.7 $9.09K - $12.5K
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
Marvell Technology Group LTD
Q1 2021 Filed on May 14, 2021
119
N/A
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
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
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
SSNC
Ss&C Technologies Holdings Inc

Technology
Q1 2021 Filed on May 14, 2021
124
$62.88 - $71.85 $7.8K - $8.91K
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
HQH
Tekla Healthcare Investors

Financial Services
Q1 2021 Filed on May 14, 2021
1,335
$22.8 - $25.84 $30.4K - $34.5K
MFC
Manulife Financial Corp

Financial Services
Q1 2021 Filed on May 14, 2021
817
$17.55 - $21.84 $14.3K - $17.8K
MDT
Medtronic PLC

Healthcare
Q1 2021 Filed on May 14, 2021
886
$111.18 - $119.74 $98.5K - $106K
IPGP
Ipg Photonics Corp

Technology
Q1 2021 Filed on May 14, 2021
4
$197.51 - $258.58 $790 - $1.03K
POR
Portland General Electric CO

Utilities
Q1 2021 Filed on May 14, 2021
173
$41.27 - $48.42 $7.14K - $8.38K
WEN
Wendy'S CO

Consumer Cyclical
Q1 2021 Filed on May 14, 2021
38
$19.38 - $21.78 $736 - $828
ACN
Accenture PLC

Technology
Q1 2021 Filed on May 14, 2021
98
$241.92 - $280.77 $23.7K - $27.5K
AA
Alcoa Corp

Basic Materials
Q1 2021 Filed on May 14, 2021
12
$18.0 - $32.97 $216 - $396
Royal Dutch Shell PLC
Q1 2021 Filed on May 14, 2021
1,961
N/A
CC
Chemours CO

Basic Materials
Q1 2021 Filed on May 14, 2021
60
$23.53 - $28.74 $1.41K - $1.72K
HES
Hess Corp

Energy
Q1 2021 Filed on May 14, 2021
326
$52.8 - $75.04 $17.2K - $24.5K
VRSN
Verisign Inc

Technology
Q1 2021 Filed on May 14, 2021
23
$188.1 - $213.58 $4.33K - $4.91K
ROBO
Robo Global Robotics And Autom

ETFs
Q1 2021 Filed on May 14, 2021
370
$60.8 - $71.55 $22.5K - $26.5K
Orbcomm Inc
Q1 2021 Filed on May 14, 2021
400
N/A
VST
Vistra Corp.

Utilities
Q1 2021 Filed on May 14, 2021
47
$16.43 - $23.83 $772 - $1.12K
AMT
American Tower Corp

Real Estate
Q1 2021 Filed on May 14, 2021
60
$198.66 - $241.83 $11.9K - $14.5K
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