Altium Investment Strategies LLC
In its 13F for Q1 2026 (holdings as of March 31, 2026, filed May 5, 2026), Altium Investment Strategies LLC reported 13 stock positions worth $34.0 million. Its top holding was First Trust Enh Short Mat FD (FTSM) at 32.7% of the portfolio, followed by Global X 1-3 Month T-Bill (CLIP, 18.9%) and Invesco Bulletshares 2027 HY (BSJR, 17.9%).
- Most Recent 13F
- Q2 2026
- Location
- WESLEY CHAPEL, FL
- CIK
- 0002131949
- Portfolio Value
- $34.0M (Q1 2026)
- SEC Filing
- 0001754960-26-000358 ↗ filed May 5, 2026
Holdings Value
Holdings 13 stocks · $34.0M
| FTSM First Trust Enh Short Mat FD | 32.66% | 185,542 | $11.1M | — |
| CLIP Global X 1-3 Month T-Bill | 18.89% | 64,136 | $6.4M | — |
| BSJR Invesco Bulletshares 2027 HY | 17.91% | 271,003 | $6.1M | — |
| BSJQ Invesco Bulletshares 2026 HY | 9.39% | 137,419 | $3.2M | — |
| BOXX Alpha Architect 1-3 MNTH Box | 6.30% | 18,432 | $2.1M | — |
| FTCB FT Core Investment Grade ETF | 3.44% | 55,662 | $1.2M | — |
| FSIG FT Ltd. Duration Inv Grade | 3.43% | 61,340 | $1.2M | — |
| RPG Invesco S&P 500 Pure Growth | 2.39% | 15,875 | $813K | — |
| RWL Invesco S&P 500 Revenue ETF | 1.83% | 5,245 | $621K | — |
| AMZN Amazon.com Inc. | 1.26% | 1,791 | $427K | — |
| GOOG Alphabet Inc. Class C | 1.23% | 1,328 | $419K | — |
| BSJS Invesco Bulletshares 2028 HY | 1.04% | 16,192 | $353K | — |
| GLNK Grayscale Chainlink Trust Et | 0.24% | 10,000 | $81K | — |
Portfolio Sells Q1 2026
No earlier filing to compare with.
Portfolio Buys Q1 2026
No earlier filing to compare with.