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BTS Asset Management, Inc.

SEC CIK
0001532842
Latest filing
Aug 14, 2026

The latest 13F from BTS Asset Management, Inc. covers Q2 2026 (filed Aug 14, 2026): 31 long positions worth $47.4M. The top 10 holdings make up 83.1% of the portfolio, and the largest is DBX ETF Tr at 51.5%. Livermore has 21 filings on Form 13F from this institution, going back to Q2 2021.

What changed in Q2 2026

Share counts compared with Q1 2026: how many positions were new, added to, reduced or sold out, and the biggest buys and sells. Dollar amounts are estimated at the quarter-end prices implied by the filing.

Full comparison
New
10
Est. +$28.0M
Added
15
Est. +$2.51M
Reduced
6
Est. −$4.93M
Sold out
10
Est. −$4.11M

Top 5 holdings

Share of this quarter's portfolio value

  1. DBX ETF Tr233051432
    51.5%$24.4M
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    17.4%$8.24M
  3. J P Morgan Exchange Traded F46641Q332
    3.1%$1.47M
  4. iShares Tr46434V860
    2.8%$1.32M
  5. EIXEdison International
    1.6%$750.0KHistory

Share of portfolio

Top 5 holdings and the other 26 positions, by share of portfolio value

  1. DBX ETF Tr51.5%
  2. State Street SPDR Bloomberg 1-3 Month T-Bill ETF17.4%
  3. J P Morgan Exchange Traded F3.1%
  4. iShares Tr2.8%
  5. EIX1.6%
  6. Other 26 positions23.7%

Biggest buys

New and added positions, by estimated amount bought

  1. DBX ETF Tr233051432
    +$24.4MNew
  2. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    +$658.3KNew
  3. MSFTMicrosoft Corp
    +$564.1KNewHistory
  4. MSIMotorola Solutions, Inc.
    +$547.7KNewHistory
  5. State Street Communication Services Select Sector SPDR ETF81369Y852
    +$439.3KNew

Largest weight increases

New and added positions, by percentage points of the portfolio gained

  1. DBX ETF Tr233051432
    +51.47 pp0.0% → 51.5%
  2. Vanguard Intermediate-Term Corporate Bond ETF92206C870
    +1.39 pp0.0% → 1.4%
  3. MSFTMicrosoft Corp
    +1.19 pp0.0% → 1.2%History
  4. MSIMotorola Solutions, Inc.
    +1.15 pp0.0% → 1.2%History
  5. State Street Communication Services Select Sector SPDR ETF81369Y852
    +0.93 pp0.0% → 0.9%

Biggest sells

Reduced and sold-out positions, by estimated amount sold

  1. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −$4.62MReduced
  2. DIASPDR Dow Jones Industrial Average ETF Trust
    −$678.4KSold outHistory
  3. PAYXPaychex Inc
    −$586.3KSold outHistory
  4. iShares Tr464287440
    −$549.4KSold out
  5. ALLEAllegion plc
    −$511.4KSold outHistory

Largest weight decreases

Reduced and sold-out positions, by percentage points of the portfolio lost

  1. State Street SPDR Bloomberg 1-3 Month T-Bill ETF78468R663
    −32.21 pp49.6% → 17.4%
  2. DIASPDR Dow Jones Industrial Average ETF Trust
    −2.61 pp2.6% → 0.0%History
  3. PAYXPaychex Inc
    −2.26 pp2.3% → 0.0%History
  4. iShares Tr464287440
    −2.12 pp2.1% → 0.0%
  5. ALLEAllegion plc
    −1.97 pp2.0% → 0.0%History

Metrics

13F metrics for Q2 2026, computed only from the numbers in the filings. Definitions below.

Portfolio value
$47.4M
+$21.5M (+82.8%) vs. prior quarter
Positions
31
0 vs. prior quarter
Top 10 concentration
83.1%
Top 10 as share of value
Turnover
24.6%
Q2 2026, one quarter
Average holding period
2.4 quarters
Weighted by value

How these are calculated

  • Portfolio value: the market value of all long positions in the 13F, as reported at quarter end, excluding options.
  • Top 10 concentration: the combined value of the 10 largest positions as a share of portfolio value.
  • Turnover: the smaller of this quarter's estimated purchases and estimated sales, divided by the average of this and last quarter's portfolio value. Estimates multiply the change in shares by the quarter-end price implied by the filing (market value divided by shares); new positions use this quarter's value and sold-out positions last quarter's. Only positions reported in shares count, and it is not calculated when the previous quarter was not filed.
  • Average holding period: how many consecutive quarters each current position has been held (including this one; a quarter without the position or without a filing starts the count over), weighted by this quarter's value. Counting starts with the first 13F in Livermore (Q2 2021), so positions held before then are understated.

13F filings by quarter

21 quarters, going back to Q2 2021. Bars show each quarter's 13F portfolio value; quarters without a filing are left blank.

Peak $524.9M (Q2 2021)

Q2 2021: $524.9MQ3 2021: $466.7MQ4 2021: $279.0MQ1 2022: $326.1MQ2 2022: $44.5MQ3 2022: $31.8MQ4 2022: $228.1MQ1 2023: $174.8MQ2 2023: $197.9MQ3 2023: $154.5MQ4 2023: $132.5MQ1 2024: $120.9MQ2 2024: $107.3MQ3 2024: $104.9MQ4 2024: $100.1MQ1 2025: $88.6MQ2 2025: $83.0MQ3 2025: $78.0MQ4 2025: $73.9MQ1 2026: $25.9MQ2 2026: $47.4M
Q2 2021Q2 2026
13F filings of BTS Asset Management, Inc. by quarter
QuarterFiledPositionsValueTop 3 holdingsChangesFiling
Q2 2026Aug 14, 202631$47.4MDBX ETF TrState Street SPDR Bloomberg 1-3 Month T-Bill ETFJ P Morgan Exchange Traded Fvs. Q1 2026SEC
Q1 2026May 13, 202631$25.9MState Street SPDR Bloomberg 1-3 Month T-Bill ETFJ P Morgan Exchange Traded FiShares Trvs. Q4 2025SEC
Q4 2025Jan 26, 202632$73.9MDBX ETF TriShares TrInvesco Exch Traded FD Tr IIvs. Q3 2025SEC
Q3 2025Nov 12, 202530$78.0MDBX ETF TriShares TrInvesco Exch Traded FD Tr IIvs. Q2 2025SEC
Q2 2025Jul 30, 202534$83.0MDBX ETF TriShares TrInvesco Exch Traded FD Tr IIvs. Q1 2025SEC
Q1 2025Apr 16, 202535$88.6MDBX ETF TrSPDR Series TrustiShares Trvs. Q4 2024SEC
Q4 2024Jan 15, 202537$100.1MDBX ETF TrSPDR Series TrustiShares Trvs. Q3 2024SEC
Q3 2024Oct 22, 202430$104.9MDBX ETF TrSPDR Series TrustiShares Trvs. Q2 2024SEC
Q2 2024Aug 5, 202422$107.3MDBX ETF TrSPDR Series TrustVanEck ETF Trustvs. Q1 2024SEC
Q1 2024Apr 22, 202436$120.9MDBX ETF TrSPDR Series TrustVanEck ETF Trustvs. Q4 2023SEC
Q4 2023Jan 18, 202425$132.5MDBX ETF TrSPDR Series TrustiShares Trvs. Q3 2023SEC
Q3 2023Oct 10, 202336$154.5MDBX ETF TrSPDR Series TrustSPDR Series Trustvs. Q2 2023SEC
Q2 2023Jul 10, 202341$197.9MDBX ETF TrSPDR Series TrustVanguard Total Bond Market ETFvs. Q1 2023SEC
Q1 2023Apr 5, 202342$174.8MiShares TriShares TrVanguard Total Bond Market ETFvs. Q4 2022SEC
Q4 2022Feb 2, 202341$228.1MSPDR Series TrustDBX ETF TriShares Trvs. Q3 2022SEC
Q3 2022Nov 8, 202233$31.8MState Street SPDR Bloomberg 1-3 Month T-Bill ETFiShares TrGoldman Sachs ETF Trvs. Q2 2022SEC
Q2 2022Aug 4, 202238$44.5MVanguard Total Bond Market ETFVanguard Dividend Appreciation ETFiShares Trvs. Q1 2022SEC
Q1 2022May 13, 202232$326.1MiShares TrDBX ETF TrSPDR Series Trustvs. Q4 2021SEC
Q4 2021Feb 15, 202227$279.0MiShares TrDBX ETF TrInvesco Exch Traded FD Tr IIvs. Q3 2021SEC
Q3 2021Nov 12, 202125$466.7MiShares TrSPDR Series TrustDBX ETF Trvs. Q2 2021SEC
Q2 2021Aug 16, 202122$524.9MiShares TrSPDR Series TrustDBX ETF Tr–SEC