BTS Asset Management, Inc. quarter change: USA ETF, Added
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, BTS Asset Management, Inc. opened 4 positions, added to 10, reduced 2, sold out of 4 and left 0 unchanged. The largest increase in value was HYLB (+$24,418,186); the largest decrease was BIL (-$4,622,123).
- TFLO: Country of operation —; Class ETF; Shares 2026-03-31 17,758; Shares 2026-06-30 26,049.
- JEPI: Country of operation —; Class ETF; Shares 2026-03-31 21,055; Shares 2026-06-30 25,958.
- AGZ: Country of operation —; Class ETF; Shares 2026-03-31 4,090; Shares 2026-06-30 6,028.
- JAAA: Country of operation —; Class ETF; Shares 2026-03-31 8,930; Shares 2026-06-30 13,059.
Two Form 13F-HR filings compared (SEC CIK 1532842): 2026-03-31 (filed 2026-05-13) and 2026-06-30 (filed 2026-08-14). 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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