Altium Investment Strategies LLC
CIK 2131949 · Holdings on Mar 31, 2026 · First reported May 5, 2026
Top ten holdings
Q1 2026- FTSM32.66%
- CLIP18.89%
- BSJR17.91%
- BSJQ9.39%
- BOXX6.30%
- FTCB3.44%
- FSIG3.43%
- RPG2.39%
- RWL1.83%
- AMZN1.26%
Share classes counted separately97.50%
Portfolio value by quarter
Top 10 holdings 13
USD · B = billion · M = million; expand a row for exact values| # | Security | Value | Weight | Quantity | Weight / quantity change | Activity | |
|---|---|---|---|---|---|---|---|
| 01 | FTSMFIRST TRUST ENH SHORT MAT FDFIRST TR ENH NEW View history and evidence | $11.11M | 32.66% | 185.54K shares | Prior unavailable — | — | ↗▾ |
| 02 | CLIPGLOBAL X 1-3 MONTH T-BILL1-3 MONTH T-BILL View history and evidence | $6.42M | 18.89% | 64.14K shares | Prior unavailable — | — | ↗▾ |
| 03 | BSJRINVESCO BULLETSHARES 2027 HYBULETSHS 2027 View history and evidence | $6.09M | 17.91% | 271.00K shares | Prior unavailable — | — | ↗▾ |
| 04 | BSJQINVESCO BULLETSHARES 2026 HYINVSCO BLSH 26 View history and evidence | $3.19M | 9.39% | 137.42K shares | Prior unavailable — | — | ↗▾ |
| 05 | BOXXALPHA ARCHITECT 1-3 MNTH BOXALPHA ARCH 1-3 View history and evidence | $2.14M | 6.30% | 18.43K shares | Prior unavailable — | — | ↗▾ |
| 06 | FTCBFT CORE INVESTMENT GRADE ETFCORE INVESTMENT View history and evidence | $1.17M | 3.44% | 55.66K shares | Prior unavailable — | — | ↗▾ |
| 07 | FSIGFT LTD DURATION INV GRADELIMITED DURATION View history and evidence | $1.17M | 3.43% | 61.34K shares | Prior unavailable — | — | ↗▾ |
| 08 | RPGINVESCO S&P 500 PURE GROWTHS&P500 PUR GWT View history and evidence | $812.64K | 2.39% | 15.88K shares | Prior unavailable — | — | ↗▾ |
| 09 | RWLINVESCO S&P 500 REVENUE ETFS&P 500 REVENUE View history and evidence | $620.80K | 1.83% | 5.25K shares | Prior unavailable — | — | ↗▾ |
| 10 | AMZNAMAZON.COM INC View history and evidence | $426.94K | 1.26% | 1.79K shares | Prior unavailable — | — | ↗▾ |
Options overlay 0
No options reported this quarter.
Exited positions 0
No exits reported this quarter.
Every number has a source.
CIK 2131949 · Period 2026-03-31
Data loaded 2026-09-23 · First reported 2026-05-05
Amendments and versions
{
"amendments_merged": null,
"prior_versions": null,
"cover_table_value": 34012387
}Take these holdings further.
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