Alterna Wealth Management Inc Portfolio Changes Q1 2026

Alterna Wealth Management Inc has recently updated its investment strategy for the period ending June 30, 2026 (Q1 2026). The firm appears to have focused on specific sectors and instruments during this quarter.

Prominent Purchases Observed

Alterna Wealth Management Inc significantly increased its holdings in several fixed income exchange-traded funds:

• ISHARES TR (IUSB), which represents an increase of over 123,000 shares and a portfolio allocation rise to 6.72%.
• ISHARES TR (GOVT), showing substantial growth with an increase of over 159,000 shares and a portfolio allocation rise to 3.76%.
• ISHARES TR (MBB), which saw an increase of over 25,000 shares and a portfolio allocation rise to 2.66%.
• J P MORGAN EXCHANGE TRADED FUND (JEPQ), purchased entirely new, with an increase of over 49,000 shares and a portfolio allocation rise to 1.76%.

Significant Sales or Exits Noted

In contrast, Alterna Wealth Management Inc also divested from certain holdings during Q1:

• ISHARES TR (SLID) was sold entirely as its portfolio allocation dropped to 0%.
• The firm exited the position in ISHARES INC (USMV), completely removing it from the portfolio.

These changes reflect Alterna Wealth Management Inc's active management approach during Q1 2026. Further details on specific holdings can be found by visiting their institutional profile here.

Additional Portfolio Activity

The investor also modified existing positions and added new ones:

• ISHARES TR (SLQD)'s position was reduced by over 27,000 shares (-18.59%), though it still holds a significant allocation of 3.46%.
• ISHARES INC (IEMG) experienced a small reduction in shares (-1,886), impacting its portfolio weight slightly to 3.44%.
• New positions were initiated with several ETFs including ISHARES TR (SHYG), ISHARES TR (ISHG), and ISHARES TR (FLOT).

Alterna Wealth Management Inc's portfolio, valued at $162.9 million as of June 30, 2026, continues to be dominated by fixed income assets and ETFs.