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  Name: BTS ASSET MANAGEMENT, INC.
  City: LEXINGTON
  State: MA
  Zip: 02420
   
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Portfolio Summary View Filing
  Filing Report Date : 2024-03-31
  Total Value : $120,892,000
  Total Value Change : $-11,655,000
  Securities Held Change : 11
   
All Securities Held : 36
  New Positions : 5
  Closed Positions : 1
  Increased Positions : 20
  Unchanged Positions : 0
  Decreased Positions : 11

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Holdings Found : 5     View All Holdings Currently Viewing:  New Positions     Page 1 of 1
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Ticker Company Name Position
Rank
New/Closed
Postion
Last
Close
    Value Shares Held
% of
Portfolio
Value
Change
Change In
Shares Held
   % of Company    Industry
   (PSP)1 Year Chart         PSP Invesco Global Listed Priva... 23 New $66.33 $195,000 2,964 0.16% 195,000 2,964 0.003    Closed - End Fund - E...
   (BKLN)1 Year Chart         BKLN Powershares Senior Loan Por... 28 New $21.09 $178,000 8,419 0.15% 178,000 8,419 0    N/A
   (IYR)1 Year Chart         IYR iShares Dow Jones US Real E... 29 New $85.09 $176,000 1,963 0.15% 176,000 1,963 0    Closed - End Fund - E...
   (XLE)1 Year Chart         XLE SPDR Energy Sector 33 New $91.37 $103,000 1,091 0.09% 103,000 1,091 0    Closed - End Fund - E...
   (VIS)1 Year Chart         VIS Vanguard Industrials ETF 34 New $241.41 $100,000 409 0.08% 100,000 409 0.002    Closed - End Fund - E...

      5 Records Found
  1    
Page 1 of 1
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