Altium Investment Strategies LLC - Portfolio overview

Altium Investment Strategies LLC has 13 reported holdings in this dataset, with the latest filing dated 2026-05-05.

Its largest classified asset exposures are funds and stocks.

Its largest classified sector exposures are Consumer Cyclical and Communication Services.

Largest reported holdings by portfolio allocation

1. FTSM - FIRST TR EXCHANGE-TRADED FD, 32.66%
2. CLIP - GLOBAL X FDS, 18.89%
3. BSJR - INVESCO EXCH TRD SLF IDX FD, 17.91%

These figures describe reported SEC 13F holdings, which may not represent the institution's entire portfolio or current positions.

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