Altium Investment Strategies Llc
Institutional manager — quarterly 13F holdings, Q ending 2026-03-31
Reported value
$34.0M
Q ending 2026-03-31
Prior quarter
–
Q ending 2025-12-31
Change
– QoQ
Positions
13
reported holdings
Largest positions
All 13 reported positions, Q ending 2026-03-31. A manager can hold shares, calls and puts on the same security at once — such positions are listed as separate rows. Type: Shares = common stock, Put/Call = option positions (valued at the underlying), Principal = debt. Tickers link to stock pages where covered.
| Holding | Ticker | Type | Value ▼ | Shares |
|---|---|---|---|---|
| First Tr Exchange-Traded Fd | FTSM | Shares | $11.1M | 186K |
| Global X Fds | CLIP | Shares | $6.4M | 64K |
| Invesco Exch Trd Slf Idx Fd | BSJR | Shares | $6.1M | 271K |
| Invesco Exch Trd Slf Idx Fd | BSJQ | Shares | $3.2M | 137K |
| Ea Series Trust | BOXX | Shares | $2.1M | 18K |
| First Tr Exchange-Traded Fd | FTCB | Shares | $1.2M | 56K |
| First Tr Exchange-Traded Fd | FSIG | Shares | $1.2M | 61K |
| Invesco Exchange Traded Fd T | RPG | Shares | $813K | 16K |
| Invesco Exch Traded Fd Tr Ii | RWL | Shares | $621K | 5K |
| Amazon Com Inc | AMZN | Shares | $427K | 2K |
| Alphabet Inc | GOOG | Shares | $419K | 1K |
| Invesco Exch Trd Slf Idx Fd | BSJS | Shares | $353K | 16K |
| Grayscale Chainlink Tr Etf | GLNK | Shares | $81K | 10K |
Values as reported in public regulatory filings (USD); holdings are reported quarterly, up to 45 days after quarter end, and may contain reporting errors. Nothing here is investment advice.