BTS Asset Management, Inc.
All 13F Filings
- Location
- Lincoln, MA
- Most recent 13F
- Q2 2026
- Holdings value ($000)
- 47,439
- Description
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- Website
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- Founded
- —
- Chairman
- —
- CEO
- —
- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q2 2026 | 8/14/2026 | 31 | 47,439 | 13F-HR | BTS Asset Management, Inc. |
| Q1 2026 | 5/13/2026 | 31 | 25,945 | 13F-HR | BTS Asset Management, Inc. |
| Q4 2025 | 1/26/2026 | 32 | 73,945 | 13F-HR | BTS Asset Management, Inc. |
| Q3 2025 | 11/12/2025 | 30 | 78,015 | 13F-HR | BTS Asset Management, Inc. |
| Q2 2025 | 7/30/2025 | 34 | 83,046 | 13F-HR | BTS Asset Management, Inc. |
| Q2 2014 | 7/18/2014 | 2 | 14,000 | 13F-HR | BTS Asset Management, Inc. |
| Q1 2014 | 5/6/2014 | 3 | 16,800 | 13F-HR | BTS Asset Management, Inc. |
| Q4 2013 | 2/12/2014 | 4 | 18,980 | 13F-HR | BTS Asset Management, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 5.506 K | 11.6% | 0 | 116 | -116 |
| ETFs | 41.93 K | 88.4% | 21.61 K | 0 | 21.61 K |
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Fund Snapshot
Q2 2026
Latest filed
8/14/2026
Total value ($000)
47,439
Holdings
31
QoQ value change ($000)
21,494
(82.8%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.