Triumph Capital Management Reduced Holdings in Q1 2024

Triumph Capital Management

  • $234 Million
  • Q1 2024
Stock Shares change Price Range Shares Held Trade History
JPST
Jp Morgan ETF Tr Ultra Short I

ETFs
-72.8K
- 26.97%
$50.23 - $50.49 $3.66M - $3.68M
197K $9.95M
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-95.5K
- 61.06%
$30.37 - $32.65 $2.9M - $3.12M
60.9K $1.99M
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-26.4K
- 44.52%
$91.4 - $91.8 $2.42M - $2.43M
32.9K $3.02M
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
-29.7K
- 10.05%
$59.62 - $59.91 $1.77M - $1.78M
266K $15.8M
SPY
Spdr S&P 500 ETF Trust

ETFs
-4.88K
- 26.23%
$467.28 - $523.17 $2.28M - $2.55M
13.7K $7.18M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
-14K
- 72.86%
$100.29 - $100.71 $1.4M - $1.41M
5.22K $525K
PANW
Palo Alto Networks Inc

Technology
-4.16K
- 49.09%
$261.97 - $376.9 $1.09M - $1.57M
4.31K $1.23M
FLOT
Ishares Tr Fltg Rate Nt ETF

ETFs
-24.4K
- 63.29%
$50.64 - $51.08 $1.24M - $1.25M
14.2K $723K
INTC
Intel Corp

Technology
-21.8K
- 78.55%
$41.83 - $49.55 $913K - $1.08M
5.96K $263K
GBIL
Goldman Sachs Access Treasury

ETFs
-11.2K
- 28.13%
$99.75 - $100.89 $1.11M - $1.13M
28.5K $2.87M
LLY
Eli Lilly & CO

Healthcare
-1.47K
- 65.8%
$592.2 - $792.28 $873K - $1.17M
766 $595K
LMBS
First Tr ETF Fd Iv First Tr Lo

ETFs
-13.3K
- 37.87%
$47.95 - $48.49 $639K - $646K
21.9K $1.05M
SNOW
Snowflake Inc.

Technology
-1.9K
- 27.78%
$156.31 - $236.0 $296K - $447K
4.93K $796K
JNJ
Johnson & Johnson

Healthcare
-3.51K
- 54.68%
$155.22 - $162.74 $545K - $571K
2.91K $460K
RSP
Invesco S&P 500 Equal Weight E

ETFs
-3.68K
- 42.56%
$153.84 - $169.37 $566K - $623K
4.97K $841K
NOBL
Proshares S&P 500 Dividend Ari

ETFs
-5.36K
- 41.37%
$93.48 - $101.41 $501K - $543K
7.59K $769K
XOM
Exxon Mobil Corp

Energy
-4.78K
- 58.75%
$96.8 - $116.24 $463K - $556K
3.36K $390K
LUMN
Lumen Technologies, Inc.

Communication Services
-207K
- 93.62%
$1.22 - $1.89 $253K - $392K
14.1K $22K
CFLT
Confluent, Inc.

Technology
-23.5K
- 46.53%
$21.51 - $34.53 $505K - $811K
27K $824K
PSEC
Prospect Capital Corp

Financial Services
-55.9K
- 67.88%
$5.33 - $6.24 $298K - $349K
26.5K $146K
IWR
Ishares Russell Mid Cap ETF

ETFs
-9.05K
- 13.64%
$75.37 - $84.09 $682K - $761K
57.3K $4.82M
PYPL
Pay Pal Holdings, Inc.

Financial Services
-6.3K
- 32.81%
$56.13 - $66.99 $354K - $422K
12.9K $863K
VZ
Verizon Communications Inc

Communication Services
-9.02K
- 51.37%
$37.9 - $42.49 $342K - $383K
8.54K $358K
FXH
First Tr Exchange Trd Fd Healt

ETFs
-3.23K
- 32.1%
$102.38 - $109.59 $331K - $354K
6.84K $749K
FVD
First Tr Value Line Divid Inde

ETFs
-8.61K
- 18.6%
$39.94 - $42.23 $344K - $364K
37.7K $1.59M
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-7.03K
- 19.65%
$39.85 - $43.04 $280K - $302K
28.7K $1.24M
WFC
Wells Fargo & Company

Financial Services
-6.85K
- 43.26%
$46.44 - $57.96 $318K - $397K
8.99K $520K
MMM
3 M CO

Industrials
-2.01K
- 17.58%
$91.25 - $110.0 $183K - $221K
9.42K $999K
PG
Procter & Gamble CO

Consumer Defensive
-2.14K
- 30.54%
$147.42 - $162.61 $315K - $348K
4.86K $789K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-858
- 14.91%
$372.72 - $397.76 $320K - $341K
4.9K $1.95M
JPM
Jpmorgan Chase & CO

Financial Services
-1.63K
- 44.04%
$167.09 - $200.3 $272K - $326K
2.07K $414K
T
At&T Inc.

Communication Services
-13.8K
- 38.24%
$16.23 - $18.04 $223K - $248K
22.2K $391K
XLE
Energy Sector Spdr

ETFs
-4.67K
- 20.55%
$79.91 - $94.41 $373K - $441K
18K $1.7M
CION
Cion Investment Corp

Financial Services
-12.9K
- 42.63%
$10.55 - $11.43 $136K - $148K
17.4K $191K
SPTM
Spdr Portfolio S&P 1500 Compos

ETFs
-4.36K
- 18.36%
$57.38 - $64.15 $250K - $280K
19.4K $1.24M
FPE
First Tr Pfd Secs & Income ETF

ETFs
-20.6K
- 4.04%
$16.74 - $17.43 $345K - $360K
490K $8.49M
DIS
Walt Disney CO

Communication Services
-2.67K
- 35.73%
$89.29 - $122.36 $239K - $327K
4.81K $588K
FLRN
Spdr Bloomberg Investment Grad

ETFs
-2.84K
- 18.9%
$30.59 - $30.83 $86.8K - $87.5K
12.2K $375K
FDN
First Tr Fd Dow Jones

ETFs
-531
- 33.78%
$179.04 - $206.29 $95.1K - $110K
1.04K $213K
JXN
Jackson Financial Inc.

Financial Services
-3.04K
- 35.12%
$48.65 - $66.14 $148K - $201K
5.62K $371K
OKTA
Okta, Inc.

Technology
-1.19K
- 27.26%
$81.18 - $111.49 $96.6K - $133K
3.18K $332K
EWZ
Ishares Inc Msci Brazil ETF

ETFs
-930
- 8.49%
$31.99 - $34.53 $29.8K - $32.1K
10K $324K
ITA
Ishares Tr

ETFs
-693
- 10.88%
$119.3 - $131.93 $82.7K - $91.4K
5.68K $749K
TOST
Toast, Inc.

Technology
-6.49K
- 38.97%
$16.29 - $25.09 $106K - $163K
10.2K $253K
SHV
Ishares Tr

ETFs
-443
- 5.2%
$110.11 - $110.57 $48.8K - $49K
8.08K $893K
PFF
Ishares Trust Ishares Pfd And

ETFs
-1.87K
- 11.66%
$31.12 - $32.54 $58.3K - $60.9K
14.2K $456K
META
Meta Platforms, Inc.

Communication Services
-623
- 31.28%
$344.47 - $512.19 $215K - $319K
1.37K $664K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-958
- 10.94%
$39.46 - $40.35 $37.8K - $38.7K
7.8K $312K
TMO
Thermo Fisher Scientific Inc.

Healthcare
-150
- 15.42%
$528.82 - $599.43 $79.3K - $89.9K
823 $478K
Activity Summary
Buys All Purchases 125 New Holdings 55 Increased Positions 70 Sells All Sells 90 Reductions 90 Sold out 0 Options Calls 0 Puts 0
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