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

51

Shares Held

942K

Call Options Held

0

Put Options Held

0

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

115K
Shares

$3.94 Million
0.32% of portfolio
Commonwealth Equity Services, LLC

85.6K
Shares

$2.92 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

58.7K
Shares

$2 Million
0.48% of portfolio
Kestra Advisory Services, LLC

58.1K
Shares

$1.98 Million
0.01% of portfolio
Kfg Wealth Management, LLC Granger, IN

43.3K
Shares

$1.48 Million
0.38% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
Sector ETFs
Industry ETFs

More about UMAY

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Triumph Capital Management, based on Form 13F filings with the SEC.

News

Stay updated on Triumph Capital Management with notifications on news.