Altium Investment Strategies LLC ETF holdings
Wesley Chapel, FL
Reported $53.6M in 16 ETFs in its Form 13F for June 30, 2026.
ETF value
$53.6M
ETFs held
16
Change from prior quarter
+61.6%
With price moves
ETFs as a share of its 13F
77.2%
of $69.4M
Top 10 of 16 ETF holdings
| Ticker | Fund | Value | Shares | Change |
|---|---|---|---|---|
| FTSM | First Trust Enhanced Short Maturity ETF | $16.1M | 269,789 | +84,247 shares |
| CLIP | Global X 1-3 Month T-Bill ETF | $12.4M | 123,364 | +59,228 shares |
| BSJR | Invesco BulletShares 2027 High Yield Corporate Bond ETF | $10.6M | 475,561 | +204,558 shares |
| BOXX | Alpha Architect 1-3 Month Box ETF | $3.5M | 29,670 | +11,238 shares |
| BSJQ | Invesco BulletShares 2026 High Yield Corporate Bond ETF | $2.5M | 108,725 | −28,694 shares |
| FSIG | First Trust Limited Duration Investment Grade Corporate ETF | $1.7M | 87,600 | +26,260 shares |
| FTCB | First Trust Core Investment Grade ETF | $1.6M | 79,347 | +23,685 shares |
| BSJS | Invesco BulletShares 2028 High Yield Corporate Bond ETF | $1.2M | 54,672 | +38,480 shares |
| RPG | Invesco S&P 500 Pure Growth ETF | $964K | 15,875 | No change |
| RWL | Invesco S&P 500 Revenue ETF | $683K | 5,245 | No change |
6 more ETF positions
The full list comes with the Advisors and Institutions package.
Sign up to see them allFrom SEC Form 13F. Change compares June 30, 2026 with March 31, 2026. SEC filer ID (CIK) 0002131949. Filings on SEC EDGAR.
Frequently asked questions
What ETFs does Altium Investment Strategies LLC own?
Altium Investment Strategies LLC reported 16 ETF positions worth $53.6M in its Form 13F for June 30, 2026. The largest was FTSM, at $16.1M.
Where does this data come from?
From the firm's own quarterly Form 13F filing with the SEC. It shows long positions at quarter end and can include holdings run for clients, so it isn't necessarily the firm's own money.
How current is it?
13F filings are due 45 days after each quarter ends. The next set is due around mid-November.