EWM
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Elevatus Welath Management’s Trinity Capital TRIN Stock Holding History

Elevatus Welath Management’s Portfolio TRIN Stock Details TRIN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$169K Buy
11,491
+253
+2% +$3.91K 0.09% 138
2025
Q4 		$165K Buy
11,238
+120
+1% +$1.79K 0.05% 154
2025
Q3 		$172K Buy
+11,118
New +$172K 0.05% 127

Other funds holding TRIN

VanEck Associates
VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return
MW
Melia Wealth Tulsa, Oklahoma $207M AUM 13.85% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.07B AUM 4.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
EA
Emerald Advisers Leola, Pennsylvania $3.16B AUM 109.58% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
EPCM
Eagle Point Credit Management Greenwich, Connecticut $76.5M AUM
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Rockefeller Capital Management
Rockefeller Capital Management New York $56.4B AUM 24.96% 1-Year Est. Return

Elevatus Welath Management's TRIN Position: Q1 2026 in Review

Elevatus Welath Management increased its Trinity Capital (TRIN) stake by 2.3% in Q1 2026, buying an estimated $3.91K and bringing the position to 11,491 shares worth $169K. The position accounts for 0.09% of the portfolio, ranked #138.

Elevatus Welath Management first reported a position in TRIN in Q3 2025 and has held it in 3 quarters since. The position peaked at $172K in Q3 2025. 166 funds tracked by Wall St. Rank hold TRIN as of Q1 2026.

  • Elevatus Welath Management held 11,491 shares of Trinity Capital worth $169K as of Q1 2026.
  • Elevatus Welath Management bought 253 Trinity Capital shares in Q1 2026, an estimated $3.91K.
  • Trinity Capital made up 0.09% of Elevatus Welath Management's portfolio in Q1 2026, its #138 holding.
  • Elevatus Welath Management first reported a position in Trinity Capital in Q3 2025 and has held it in 3 quarters since.
  • Elevatus Welath Management's Trinity Capital position peaked at $172K in Q3 2025.
  • 166 funds tracked by Wall St. Rank held Trinity Capital as of Q1 2026.

Based on Elevatus Welath Management's 13F filing for Q1 2026, filed 15 Apr 2026.