Triumph Capital Management Purchases in Q2 2025

Triumph Capital Management

  • $300 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
QQQ
Invesco Qqq Trust, Series 1

ETFs
4.65K
+ 59.83%
$416.06 - $551.64 $1.93M - $2.56M
12.4K $6.85M
IVV
Ishares Core S&P 500 ETF

ETFs
4.21K
+ 77.88%
$498.8 - $620.9 $2.1M - $2.61M
9.6K $5.96M
QUAL
Ishares Msci Usa Quality Facto

ETFs
12K
+ 117.13%
$152.42 - $182.82 $1.82M - $2.19M
22.2K $4.05M
VTI
Vanguard Total Stock Market Et

ETFs
6.21K
New
$243.75 - $303.93 $1.51M - $1.89M
6.21K $1.89M
NVDA
Nvidia Corp

Technology
3.35K
+ 12.36%
$94.31 - $157.99 $316K - $530K
30.5K $4.81M
LLY
Eli Lilly & CO

Healthcare
1.85K
+ 157.18%
$713.71 - $898.95 $1.32M - $1.66M
3.03K $2.36M
UNH
Unitedhealth Group Inc

Healthcare
4.25K
New
$274.35 - $599.47 $1.16M - $2.54M
4.25K $1.32M
AVGO
Broadcom Inc.

Technology
3.7K
+ 167.0%
$146.29 - $275.65 $541K - $1.02M
5.91K $1.63M
TLT
Ishares Barclays 20+ Year Trea

ETFs
14.7K
+ 50.01%
$83.97 - $92.85 $1.24M - $1.37M
44.2K $3.9M
PLTR
Palantir Technologies Inc.

Technology
8.87K
New
$74.01 - $144.25 $656K - $1.28M
8.87K $1.21M
MDY
Spdr S&P Midcap 400 ETF Trust

ETFs
1.84K
New
$468.22 - $566.51 $862K - $1.04M
1.84K $1.04M
KNG
Ft Cboe Vest S&P 500 Dividend

ETFs
21.5K
+ 68.99%
$45.3 - $50.64 $974K - $1.09M
52.6K $2.59M
RDVY
First Trust Rising Dividend Ac

ETFs
6.82K
+ 4.95%
$51.6 - $62.74 $352K - $428K
145K $9.07M
SDVY
First Tr ETF Vi Smid Cap Risin

ETFs
12.5K
+ 5.8%
$29.52 - $35.31 $369K - $441K
228K $8.04M
CPNG
Coupang, Inc.

Consumer Cyclical
24.7K
+ 251.25%
$19.76 - $30.81 $488K - $762K
34.6K $1.04M
PTY
Pimco Corporate & Income Opportunity Fund

Financial Services
59.6K
+ 107.38%
$12.71 - $14.52 $758K - $866K
115K $1.6M
IQLT
Ishares Msci Intl Quality Fact

ETFs
16.8K
+ 153.62%
$35.9 - $43.76 $605K - $737K
27.8K $1.2M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
7.6K
+ 123.46%
$100.35 - $100.71 $762K - $765K
13.7K $1.38M
UDEC
Innovator U.S. Equity Ultra Bu

ETFs
14.3K
+ 13.67%
$32.77 - $36.44 $470K - $523K
119K $4.35M
CRDO
Credo Technology Group Holding LTD

Technology
7.92K
New
$33.3 - $95.05 $264K - $753K
7.92K $733K
GLDM
World Gold Trust

ETFs
10.4K
New
$58.96 - $67.97 $612K - $705K
10.4K $679K
AAPL
Apple Inc.

Technology
4.64K
+ 28.27%
$172.42 - $223.89 $800K - $1.04M
21.1K $4.32M
FEX
First Tr Large Cap Core Alphde

ETFs
454
+ 0.55%
$90.17 - $109.96 $40.9K - $49.9K
83K $9.12M
SG
Sweetgreen, Inc.

Consumer Cyclical
42.2K
New
$12.23 - $25.56 $516K - $1.08M
42.2K $628K
IWM
Ishares Russell 2000 ETF

ETFs
1.03K
+ 4.14%
$174.82 - $215.79 $179K - $221K
25.8K $5.57M
GME
Game Stop Corp.

Consumer Cyclical
23.2K
+ 194.6%
$21.1 - $35.01 $490K - $813K
35.2K $857K
IWR
Ishares Russell Mid Cap ETF

ETFs
1.67K
+ 2.79%
$74.88 - $91.97 $125K - $154K
61.5K $5.66M
CCL
Carnival Corp

Consumer Cyclical
18.8K
New
$16.43 - $28.12 $309K - $529K
18.8K $528K
QYLD
Global X Fdsnasdaq 100 Covered

ETFs
31.1K
+ 118.61%
$14.97 - $16.79 $466K - $522K
57.3K $958K
RYLD
Global X Fds Russell 2000 Cove

ETFs
34.4K
+ 105.27%
$13.37 - $15.25 $460K - $525K
67.1K $1M
AMZN
Amazon Com Inc

Consumer Cyclical
24
+ 0.14%
$167.32 - $223.3 $4.02K - $5.36K
17.1K $3.76M
STRL
Sterling Construction CO Inc

Industrials
2.15K
New
$104.96 - $231.51 $226K - $498K
2.15K $496K
META
Meta Platforms, Inc.

Communication Services
233
+ 11.74%
$484.66 - $738.09 $113K - $172K
2.22K $1.64M
DKNG
Draft Kings Inc.

Consumer Cyclical
11.4K
New
$31.67 - $42.89 $362K - $490K
11.4K $490K
XYLD
Global X Fds S&P 500 Covered C

ETFs
12.5K
+ 188.81%
$35.62 - $39.64 $445K - $495K
19.1K $743K
QYLG
Global X Fds Nasdaq 100 Covere

ETFs
15.6K
New
$22.98 - $27.84 $358K - $434K
15.6K $433K
ALL
Allstate Corp

Financial Services
2.07K
New
$180.53 - $212.64 $374K - $440K
2.07K $416K
ARQT
Arcutis Biotherapeutics, Inc.

Healthcare
29.2K
New
$12.59 - $16.6 $368K - $485K
29.2K $410K
FTQI
First Trust ETF Vi First Trust

ETFs
20.3K
+ 199.48%
$16.83 - $19.58 $341K - $397K
30.4K $595K
PANW
Palo Alto Networks Inc

Technology
811
+ 11.74%
$152.44 - $204.64 $124K - $166K
7.72K $1.58M
EZPW
Ezcorp Inc

Financial Services
28.7K
New
$12.97 - $16.38 $372K - $470K
28.7K $398K
SKYY
First Trust Cloud Computing Et

ETFs
2.39K
+ 46.0%
$89.46 - $121.64 $214K - $290K
7.58K $921K
IGV
Ishares Expanded Tech Software

ETFs
1.22K
+ 9.95%
$80.15 - $109.5 $97.7K - $133K
13.5K $1.47M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
3.25K
+ 31.26%
$57.46 - $75.58 $187K - $245K
13.6K $1.03M
MBLY
Mobileye Global Inc.
4.8K
+ 6.75%
$11.77 - $18.44 $56.4K - $88.4K
75.8K $1.39M
MOAT
Vaneck Morningstar Wide Moat E

ETFs
4.09K
+ 24.69%
N/A
20.7K $1.77M
FDN
First Tr Fd Dow Jones

ETFs
1.23K
New
$200.29 - $269.33 $246K - $330K
1.23K $330K
PYPL
Pay Pal Holdings, Inc.

Financial Services
2.22K
+ 12.61%
$57.41 - $74.81 $127K - $166K
19.8K $1.47M
OXLC
Oxford Lane Capital Corp.

Financial Services
117K
+ 35.94%
$4.01 - $4.96 $468K - $579K
442K $1.86M
Activity Summary
Buys All Purchases 166 New Holdings 40 Increased Positions 126 Sells All Sells 104 Reductions 104 Sold out 0 Options Calls 0 Puts 0
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