Altus Wealth Group LLC

Position in APO — Apollo Global Management, Inc.

CIK 1842572 COLORADO SPRINGS, CO

Position in APO

as of Jun 30, 2026 · filed Jul 17, 2026 Compact

Position Value

$221,121

+$14,660 QoQ

Shares Held

1,869

+0.9% QoQ

Ownership

0.000%

of shares outstanding

% of Portfolio

0.21%

of 13F equity value

Holder Rank

#95

of 143 holders

Holding Since

Dec 2023

11 quarters on record

Voting authority Sole 0% Shared 0% None 100%

Financial Services · as of Jun 30, 2026

Altus Wealth Group LLC holds $4,599,829 across 9 Asset Management names. APO ranks #5 (4.8% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	15,377	$1,809,411
2	TY	TRI-CONTINENTAL Corp	29,314	$1,008,987
3	NEA	Nuveen AMT-Free Quality Municipal Income Fund	53,685	$630,261
4	EOS	Eaton Vance Enhanced Equity Income Fund II	10,667	$235,100
5	APO	Apollo Global Management, Inc. This page	1,869	$221,121
6	BLK	BlackRock, Inc.	208	$200,004
7	NAD	Nuveen Quality Municipal Income Fund	15,832	$191,883
8	USA	Liberty All Star Equity Fund	31,769	$184,577

11 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$221,121	1,869	+0.9%	Shares	Sole	2026-07-17
2026-03-31	$206,461	1,853	-82.3%	Shares	Sole	2026-04-27
2025-12-31	$1,511,583	10,442	-42.7%	Shares	Sole	2026-02-13
2025-09-30	$2,428,312	18,221	+1.1%	Shares	Sole	2025-10-21
2025-06-30	$2,556,923	18,023	+0.1%	Shares	Sole	2025-07-29
2025-03-31	$2,465,330	18,003	+38.6%	Shares	Sole	2025-04-25
2024-12-31	$2,145,428	12,990	+0.0%	Shares	Sole	2025-02-10
2024-09-30	$1,621,956	12,985	+24.5%	Shares	Sole	2024-10-22
2024-06-30	$1,231,233	10,428	+6.2%	Shares	Sole	2024-08-05
2024-03-31	$1,103,696	9,815	+72.1%	Shares	Sole	2024-05-02
2023-12-31	$531,462	5,703	—	Shares	Sole	2024-01-29
No filing history on record for this holder in this stock.