Altus Wealth Group LLC

Position in BX — Blackstone Inc.

CIK 1842572 COLORADO SPRINGS, CO

Position in BX

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

Position Value

$1,809,411

-$177,501 QoQ

Shares Held

15,377

-11.0% QoQ

Ownership

0.002%

of shares outstanding

% of Portfolio

1.74%

of 13F equity value

Holder Rank

#89

of 338 holders

Holding Since

Dec 2020

12 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. BX ranks #1 (39.3% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc. This page	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.	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

12 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$1,809,411	15,377	-11.0%	Shares	Sole	2026-07-17
2026-03-31	$1,986,912	17,279	-8.9%	Shares	Sole	2026-04-27
2025-12-31	$2,922,186	18,958	+21.2%	Shares	Sole	2026-02-13
2025-09-30	$2,671,752	15,638	+1.3%	Shares	Sole	2025-10-21
2025-06-30	$2,309,814	15,442	-3.8%	Shares	Sole	2025-07-29
2025-03-31	$2,244,447	16,057	+39.9%	Shares	Sole	2025-04-25
2024-12-31	$1,979,554	11,481	+0.4%	Shares	Sole	2025-02-10
2024-09-30	$1,750,429	11,431	+23.8%	Shares	Sole	2024-10-22
2024-06-30	$1,142,797	9,231	-3.2%	Shares	Sole	2024-08-05
2024-03-31	$1,252,218	9,532	+70.9%	Shares	Sole	2024-05-02
2023-12-31	$730,140	5,577	+705.9%	Shares	Sole	2024-01-29
2020-12-31	$44,848	692	—	Shares	Sole	2021-02-12
No filing history on record for this holder in this stock.