Triumph Capital Management Innovator U.S. Equity Ultra Bu Transaction History

Triumph Capital Management

$234 Million
Q1 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	BUY	$25.46 - $27.02 $56,699 - $60,173	2,227 Added 20.85%	12,908 $337,000
Q3 2022 Nov 01, 2022	BUY	$25.51 - $27.56 $272,472 - $294,368	10,681 New	10,681 $272,000

Others Institutions Holding UMAY

# of Institutions

48

Shares Held

923K

Call Options Held

0

Put Options Held

0

C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

102K
Shares

$3.45 Million
0.29% of portfolio
Commonwealth Equity Services, LLC

89K
Shares

$3 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

58.7K
Shares

$1.98 Million
0.48% of portfolio
Kestra Advisory Services, LLC

57.2K
Shares

$1.93 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

44.4K
Shares

$1.5 Million
0.43% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
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