The Analysis of Altium Investment Strategies LLC's Holdings & P&L

Currently, Altium Investment Strategies LLC holds 13 types of securities in its portfolio with a total value $34.0M. In the most recent quarter, they have increased their positions in FTSM (+185.5K shares, valued at $11.1M), CLIP (+64.1K shares, valued at $6.4M), BSJR (+271.0K shares, valued at $6.1M); initiated new positions in FTSM (+185.5K shares, valued at $11.1M), CLIP (+64.1K shares, valued at $6.4M), BSJR (+271.0K shares, valued at $6.1M).

1M P&L

-4.8K-0.01%

3M P&L

+197.1K+0.58%

HY P&L

+102.9K+0.30%

P&L figures are estimated based on reported 13F stock holdings and market price changes. They are approximations and may not reflect actual fund performance. Stock split events may also affect the accuracy of these calculations, and we cannot guarantee that all splits have been fully accounted for.

Top Holding Treemap

Top Industries by Value

1N/A33.2M

97.5%

2Internet Retail426.9K

1.3%

3Internet Content & Information419.3K

1.2%

Top Industries by Stock Count

1N/A11 stocks

84.6%

2Internet Content & Information1 stocks

7.7%

3Internet Retail1 stocks

7.7%

Sponsored

Stock Holdings

TickerCompany NameSharesShares △%Event DateReport DateHistory

FTSM FIRST TR EXCHANGE-TRADED FD185.5K sharesnew addition2026-03-312026-05-05

CLIP GLOBAL X FDS64.1K sharesnew addition2026-03-312026-05-05

BSJR INVESCO EXCH TRD SLF IDX FD271.0K sharesnew addition2026-03-312026-05-05

BSJQ INVESCO EXCH TRD SLF IDX FD137.4K sharesnew addition2026-03-312026-05-05

BOXX EA SERIES TRUST18.4K sharesnew addition2026-03-312026-05-05

FTCB FIRST TR EXCHANGE-TRADED FD55.7K sharesnew addition2026-03-312026-05-05

FSIG FIRST TR EXCHANGE-TRADED FD61.3K sharesnew addition2026-03-312026-05-05

RPG INVESCO EXCHANGE TRADED FD T15.9K sharesnew addition2026-03-312026-05-05

Sponsored

RWL INVESCO EXCH TRADED FD TR II5.2K sharesnew addition2026-03-312026-05-05

AMZN AMAZON COM INC1.8K sharesnew addition2026-03-312026-05-05

GOOG ALPHABET INC1.3K sharesnew addition2026-03-312026-05-05

BSJS INVESCO EXCH TRD SLF IDX FD16.2K sharesnew addition2026-03-312026-05-05

GLNK GRAYSCALE CHAINLINK TR ETF10.0K sharesnew addition2026-03-312026-05-05

FTSM

FIRST TR EXCHANGE-TRADED FD

New

Shares185.5K

Event2026-03-31

Filed2026-05-05

CLIP

GLOBAL X FDS

New

Shares64.1K

Event2026-03-31

Filed2026-05-05

BSJR

INVESCO EXCH TRD SLF IDX FD

New

Shares271.0K

Event2026-03-31

Filed2026-05-05

BSJQ

INVESCO EXCH TRD SLF IDX FD

New

Shares137.4K

Event2026-03-31

Filed2026-05-05

BOXX

EA SERIES TRUST

New

Shares18.4K

Event2026-03-31

Filed2026-05-05

FTCB

FIRST TR EXCHANGE-TRADED FD

New

Shares55.7K

Event2026-03-31

Filed2026-05-05

FSIG

FIRST TR EXCHANGE-TRADED FD

New

Shares61.3K

Event2026-03-31

Filed2026-05-05

RPG

INVESCO EXCHANGE TRADED FD T

New

Shares15.9K

Event2026-03-31

Filed2026-05-05

RWL

INVESCO EXCH TRADED FD TR II

New

Shares5.2K

Event2026-03-31

Filed2026-05-05

AMZN

AMAZON COM INC

New

Shares1.8K

Event2026-03-31

Filed2026-05-05

GOOG

ALPHABET INC

New

Shares1.3K

Event2026-03-31

Filed2026-05-05

BSJS

INVESCO EXCH TRD SLF IDX FD

New

Shares16.2K

Event2026-03-31

Filed2026-05-05

GLNK

GRAYSCALE CHAINLINK TR ETF

New

Shares10.0K

Event2026-03-31

Filed2026-05-05

Call Option Holdings

No call option holdings data available

Put Option Holdings

No put option holdings data available