Altium Investment Strategies LLC quarter change: USA ETF, Reduced
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Altium Investment Strategies LLC opened 6 positions, added to 6, reduced 1, sold out of 2 and left 2 unchanged. The largest increase in value was CLIP (+$12,356,090); the largest decrease was CLIP (-$6,424,511).
- BSJQ: Country of operation —; Class INVSCO BLSH 26; Shares 2026-03-31 137,419; Shares 2026-06-30 108,725.
Two Form 13F-HR filings compared (SEC CIK 2131949): 2026-03-31 (filed 2026-05-05) and 2026-06-30 (filed 2026-07-15). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move; share change is the position change.
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