Triumph Capital Management Purchases in Q2 2025

Triumph Capital Management

  • $300 Million
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
USA
Liberty All Star Equity Fund

Financial Services
6.33K
+ 6.29%
$5.9 - $6.81 $37.3K - $43.1K
107K $727K
REGN
Regeneron Pharmaceuticals, Inc.

Healthcare
251
+ 42.4%
$483.07 - $625.6 $121K - $157K
843 $442K
XFLT
Xai Octagon Floating Rate & Alternative Income Term Trust

Financial Services
14.3K
+ 16.2%
$5.25 - $5.92 $75K - $84.6K
102K $579K
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
931
+ 0.71%
$50.36 - $50.68 $46.9K - $47.2K
131K $6.65M
VYM
Vanguard Whitehall Fds (Vangua

ETFs
266
+ 7.24%
$114.78 - $133.31 $30.5K - $35.5K
3.94K $524K
XLSR
Ssga Active Tr Spdr Ssga Us Se

ETFs
25
+ 0.22%
$44.58 - $54.92 $1.11K - $1.37K
11.2K $614K
UTF
Cohen & Steers Infrastructure Fund Inc

Financial Services
448
+ 1.75%
$22.63 - $26.95 $10.1K - $12.1K
26.1K $702K
GOOG
Alphabet Inc.

Communication Services
37
+ 2.23%
$146.58 - $180.01 $5.42K - $6.66K
1.7K $301K
BTO
John Hancock Financial Opportunities Fund

Financial Services
135
+ 0.51%
$28.44 - $35.42 $3.84K - $4.78K
26.6K $943K
SHV
Ishares Tr

ETFs
340
+ 8.1%
$110.06 - $110.46 $37.4K - $37.6K
4.54K $501K
IWO
Ishares Russell 2000 Gwt ETF

ETFs
6
+ 0.55%
$224.16 - $285.86 $1.34K - $1.72K
1.1K $314K
JXN
Jackson Financial Inc.

Financial Services
138
+ 3.58%
$70.35 - $89.5 $9.71K - $12.4K
3.99K $354K
COST
Costco Wholesale Corp

Consumer Defensive
18
+ 6.43%
$908.13 - $1056.85 $16.3K - $19K
298 $295K
USIG
Ishares Tr Broad Usd Inbd Etfv

ETFs
464
+ 2.59%
$49.73 - $51.44 $23.1K - $23.9K
18.4K $945K
KBWD
Invesco ETF Tr Ii Kbw High Div

ETFs
3.69K
+ 9.67%
$12.37 - $14.5 $45.6K - $53.4K
41.8K $579K
MAIN
Main Street Capital Corp

Financial Services
144
+ 1.76%
$49.15 - $59.32 $7.08K - $8.54K
8.31K $490K
ORCC
Owl Rock Capital Corp

Financial Services
2.06K
+ 3.09%
N/A
68.7K $920K
ETV
Eaton Vance Tax Managed Buy Write Opportunities Fund

Financial Services
859
+ 3.82%
$11.53 - $13.87 $9.9K - $11.9K
23.3K $323K
FMB
First Tr Exchange Traded Fd Ii

ETFs
500
+ 11.33%
$49.12 - $50.93 $24.6K - $25.5K
4.91K $244K
PFFD
Global X Fds U S Pfd ETF (De)

ETFs
1.64K
+ 3.9%
$18.11 - $18.97 $29.6K - $31.1K
43.6K $821K
HOG
Harley Davidson, Inc.

Consumer Cyclical
1.5K
+ 18.3%
$20.82 - $25.94 $31.3K - $39K
9.72K $229K
ODFL
Old Dominion Freight Line, Inc.

Industrials
89
+ 7.02%
$146.74 - $176.07 $13.1K - $15.7K
1.36K $220K
BIZD
Vaneck Vectors ETF Tr Bdc Inco

ETFs
1.44K
+ 5.09%
$13.96 - $16.51 $20.1K - $23.7K
29.7K $483K
CGBD
Carlyle Secured Lending, Inc.

Financial Services
8.21K
+ 19.73%
$13.55 - $16.25 $111K - $133K
49.8K $681K
THQ
Tekla Healthcare Opportunities Fund

Financial Services
2.7K
+ 13.39%
$17.7 - $20.39 $47.9K - $55.1K
22.9K $421K
JBBB
Janus Detroit Str Tr Henderson

ETFs
205
+ 1.8%
$46.79 - $48.56 $9.59K - $9.95K
11.6K $559K
Vanguard Malvern Fds
29.2K
New
N/A
29.2K $0
SFLR
Innovator Etfs Tr Equity Manag
6.38K
+ 6.14%
N/A
110K $0
Innovator Etfs Trust
1.65K
+ 14.86%
N/A
12.7K $0
Annaly Capital Management In
11K
+ 20.61%
N/A
64.6K $0
Vanguard Instl Index Fd
5.42K
New
N/A
5.42K $0
Two Hbrs Invt Corp
1.51K
+ 6.0%
N/A
26.7K $0
Innovator Etfs Trust
40.6K
New
N/A
40.6K $0
Healthcare Rlty Tr
2.22K
+ 11.69%
N/A
21.2K $0
Global X Fds
494
+ 1.22%
N/A
41.1K $0
Innovator Etfs Trust
926
+ 9.97%
N/A
10.2K $0
Victory Portfolios Ii
6.68K
+ 9.42%
N/A
77.6K $0
Blackrock ETF Trust Ii
557
+ 2.04%
N/A
27.9K $0
Listed Fds Tr
2.83K
+ 18.73%
N/A
17.9K $0
Managed Portfolio Series
25.9K
+ 263.53%
N/A
35.8K $0
J P Morgan Exchange Traded F
6.85K
+ 50.97%
N/A
20.3K $0
RDVI
First Tr Exc Tr Fd Iv Cboe Vst
66.3K
New
N/A
66.3K $0
Celestica Inc
2
+ 0.05%
N/A
3.82K $0
First Tr Exchange Traded Fd
67.5K
New
N/A
67.5K $0
First Tr Exchng Traded Fd Vi
15.8K
New
N/A
15.8K $0
First Tr Exchng Traded Fd Vi
17.2K
New
N/A
17.2K $0
First Tr Exchng Traded Fd Vi
7.74K
New
N/A
7.74K $0
XLV
Select Sector Spdr Fund Health

ETFs
314
+ 8.38%
$128.77 - $144.3 $40.4K - $45.3K
4.06K $547K
Invesco Exchange Traded Fd T
3.93K
New
N/A
3.93K $0
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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