Altium Investment Strategies Llc Portfolio Stock Holdings
Altium Investment Strategies Llc disclosed 13 stock positions valued at approximately $34.0 million in its latest SEC 13F filing. The largest holdings include FIRST TR EXCHANGE-TRADED FD, GLOBAL X FDS, and INVESCO EXCH TRD SLF IDX FD. The filing reflects positions held as of March 31, 2026 and was filed on May 5, 2026.
- Report Period
- March 31, 2026
- No. of Stocks
- 13
- Portfolio Value
- $34.0M
Holdings by Sector
Altium Investment Strategies Llc Portfolio Holdings in Q1 2026
11 holdings in the latest reporting period.
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| Company | Symbol | Sector | Portfolio % | Shares | Change (Shares) | Change % | Value |
|---|---|---|---|---|---|---|---|
| FIRST TR EXCHANGE-TRADED FD | FTSM | Other | 32.66% | 185,542 | +185,542 | +100.00% | $11,108,395 |
| GLOBAL X FDS | CLIP | Other | 18.89% | 64,136 | +64,136 | +100.00% | $6,424,511 |
| INVESCO EXCH TRD SLF IDX FD | BSJR | Other | 17.91% | 271,003 | +271,003 | +100.00% | $6,090,792 |
| INVESCO EXCH TRD SLF IDX FD | BSJQ | Other | 9.39% | 137,419 | +137,419 | +100.00% | $3,194,305 |
| EA SERIES TRUST | BOXX | Other | 6.30% | 18,432 | +18,432 | +100.00% | $2,143,826 |
| FIRST TR EXCHANGE-TRADED FD | FSIG | Other | 3.43% | 61,340 | +61,340 | +100.00% | $1,165,460 |
| INVESCO EXCHANGE TRADED FD T | RPG | Other | 2.39% | 15,875 | +15,875 | +100.00% | $812,641 |
| INVESCO EXCH TRADED FD TR II | RWL | Other | 1.83% | 5,245 | +5,245 | +100.00% | $620,798 |
| AMAZON COM INC | AMZN | Consumer Cyclical | 1.26% | 1,791 | +1,791 | +100.00% | $426,939 |
| ALPHABET INC | GOOG | Communication Services | 1.23% | 1,328 | +1,328 | +100.00% | $419,276 |
| INVESCO EXCH TRD SLF IDX FD | BSJS | Other | 1.04% | 16,192 | +16,192 | +100.00% | $353,471 |