Triumph Capital Management historic quarter change: USA Funds, Sold out
In funds and trusts that are not on this site's ETF list (sponsor series, commodity pools, money market) (listed in the US), over 10 quarters from 2023-12-31 to 2026-06-30, Triumph Capital Management opened 1 positions, added to 2, reduced 2 and sold out of 4.
- Q1 2026: Stock ABRDN GLOBAL PREMIER PPTYS F; Country of operation United States; Class COM SH BEN INT; Shares before 14,439.
- Q2 2024: Stock INLAND REAL ESTATE INCOME TR I COM; Country of operation —; Class COM; Shares before 36,117.
- Q2 2024: Stock ABRDN ASIA PACIFIC INCOME FUND COM; Country of operation United States; Class COM; Shares before 106,203.
- Q1 2024: Stock BLACKROCK CAP INVT CORP COM; Country of operation —; Class COM; Shares before 37,701.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1730765), 10 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-21); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-13); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-02-12); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-12-23); Q2 2025 (2025-03-31 to 2025-06-30, filed 2025-12-29); Q1 2025 (2024-12-31 to 2025-03-31, filed 2025-05-06); Q4 2024 (2024-09-30 to 2024-12-31, filed 2025-02-14); Q3 2024 (2024-06-30 to 2024-09-30, filed 2025-02-14); Q2 2024 (2024-03-31 to 2024-06-30, filed 2025-02-14); Q1 2024 (2023-12-31 to 2024-03-31, filed 2024-04-25). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2021-06-30.
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