Altium Investment Strategies
Latest statistics and disclosures from Altium Investment Strategies's latest quarterly 13F-HR filing:
- Central Index Key (CIK): 0002131949
Tip: Access up to 7 years of quarterly data
Positions held by Altium Investment Strategies consolidated in one spreadsheet with up to 7 years of data
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Portfolio Holdings for Altium Investment Strategies
Altium Investment Strategies holds 13 positions in its portfolio as reported in the March 2026 quarterly 13F filing
| Company (Ticker) | Portfolio Weight | Valued At | Change in Shares | Share Count | Share Price | |
|---|---|---|---|---|---|---|
| First Tr Exchange-traded First Tr Enh New (FTSM) | 32.7 | $11M | 186k | 59.87 |
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| Global X Fds 1-3 Month T-bill (CLIP) | 18.9 | $6.4M | 64k | 100.17 |
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| Invesco Exch Trd Slf Idx Buletshs 2027 (BSJR) | 17.9 | $6.1M | 271k | 22.48 |
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| Invesco Exch Trd Slf Idx Invsco Blsh 26 (BSJQ) | 9.4 | $3.2M | 137k | 23.25 |
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| Ea Series Trust Alpha Arch 1-3 (BOXX) | 6.3 | $2.1M | 18k | 116.31 |
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| First Tr Exchange-traded Core Investment (FTCB) | 3.4 | $1.2M | 56k | 21.03 |
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| First Tr Exchange-traded Limited Duration (FSIG) | 3.4 | $1.2M | 61k | 19.00 |
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| Invesco Exchange Traded Fd T S&p500 Pur Gwt (RPG) | 2.4 | $813k | 16k | 51.19 |
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| Invesco Exch Traded Fd Tr Ii S&p 500 Revenue (RWL) | 1.8 | $621k | 5.2k | 118.36 |
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| Amazon (AMZN) | 1.3 | $427k | 1.8k | 238.38 |
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| Alphabet Cap Stk Cl C (GOOG) | 1.2 | $419k | 1.3k | 315.72 |
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| Invesco Exch Trd Slf Idx Invsco 28 Hycorp (BSJS) | 1.0 | $354k | 16k | 21.83 |
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| Grayscale Chainlink Tr Etf SHS (GLNK) | 0.2 | $81k | 10k | 8.14 |
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Past Filings by Altium Investment Strategies
SEC 13F filings are viewable for Altium Investment Strategies going back to 2026
- Altium Investment Strategies 2026 Q1 filed May 5, 2026