Institutional Fund
Altium Investment Strategies LLC
Wesley Chapel, FLCIK 21319491 filings on record
Portfolio Value
$34.01M
Q1 2026
Holdings
13
Reported positions
New Buys
0
Opened this quarter
QoQ Change
—
No prior quarter
Portfolio Value Trend
Reported 13F value by quarter
Portfolio value trend — upgrade to see history
UpgradeTop Allocations
Largest positions by weight
- First Tr Exchange-Traded Fd32.7%
- Global X Fds18.9%
- Invesco Exch Trd Slf Idx Fd17.9%
- Invesco Exch Trd Slf Idx Fd9.4%
- Ea Series Trust6.3%
- First Tr Exchange-Traded Fd3.4%
- Other11.4%
Portfolio Holdings
13 positions · Q1 2026
| # | Security | Shares | Value | % Port. | Δ Shares | Activity |
|---|---|---|---|---|---|---|
| 1 | First Tr Exchange-Traded Fd | 185.5K | $11.11M | 32.7% | +185.5K | First Filing |
| 2 | Global X Fds | 64.1K | $6.42M | 18.9% | +64.1K | First Filing |
| 3 | Invesco Exch Trd Slf Idx Fd | 271.0K | $6.09M | 17.9% | +271.0K | First Filing |
| 4 | Invesco Exch Trd Slf Idx Fd | 137.4K | $3.19M | 9.4% | +137.4K | First Filing |
| 5 | Ea Series Trust | 18.4K | $2.14M | 6.3% | +18.4K | First Filing |
| 6 | First Tr Exchange-Traded Fd | 55.7K | $1.17M | 3.4% | +55.7K | First Filing |
| 7 | First Tr Exchange-Traded Fd | 61.3K | $1.17M | 3.4% | +61.3K | First Filing |
| 8 | Invesco Exchange Traded Fd T | 15.9K | $812.6K | 2.4% | +15.9K | First Filing |
| 9 | Invesco Exch Traded Fd Tr II | 5.2K | $620.8K | 1.8% | +5.2K | First Filing |
| 10 | Amazon Com Inc | 1.8K | $426.9K | 1.3% | +1.8K | First Filing |
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