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	$25.86 - $27.02 $57,590 - $60,173	2,227 Added 20.85%	12,908 $337,000
Q3 2022 Nov 01, 2022	BUY	$25.74 - $27.56 $274,928 - $294,368	10,681 New	10,681 $272,000

Others Institutions Holding UMAY

# of Institutions

45

Shares Held

1.3M

Call Options Held

0

Put Options Held

0

Brookstone Capital Management

536K
Shares

$17.2 Million
0.32% of portfolio
Commonwealth Equity Services, LLC

83.8K
Shares

$2.69 Million
0.0% of portfolio
Castle Rock Wealth Management, LLC

61.5K
Shares

$1.97 Million
0.51% of portfolio
C2 P Capital Advisory Group, LLC D.B.A. Prosperity Capital Advisors Westlake, OH

48.3K
Shares

$1.55 Million
0.17% of portfolio
Kfg Wealth Management, LLC Granger, IN

46.4K
Shares

$1.49 Million
0.65% of portfolio

About INNOVATOR U.S. EQUITY ULTRA BU

Ticker UMAY
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