Triumph Capital Management’s YieldMax AI & Tech Portfolio Option Income ETF GPTY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q3
$604K Buy
14,141
+180
+1% +$7.64K 0.11% 200
2026
Q2
$641K Buy
+13,961
New +$615K 0.12% 180

Triumph Capital Management's GPTY Position: Q3 2026 in Review

Triumph Capital Management increased its YieldMax AI & Tech Portfolio Option Income ETF (GPTY) stake by 1.3% in Q3 2026, buying an estimated $7.64K and bringing the position to 14,141 shares worth $604K. The position accounts for 0.11% of the portfolio, ranked #200.

Triumph Capital Management first reported a position in GPTY in Q2 2026 and has held it in 2 quarters since. The position peaked at $641K in Q2 2026. 1 fund tracked by Wall St. Rank holds GPTY as of Q3 2026.

  • Triumph Capital Management held 14,141 shares of YieldMax AI & Tech Portfolio Option Income ETF worth $604K as of Q3 2026.
  • Triumph Capital Management bought 180 YieldMax AI & Tech Portfolio Option Income ETF shares in Q3 2026, an estimated $7.64K.
  • YieldMax AI & Tech Portfolio Option Income ETF made up 0.11% of Triumph Capital Management's portfolio in Q3 2026, its #200 holding.
  • Triumph Capital Management first reported a position in YieldMax AI & Tech Portfolio Option Income ETF in Q2 2026 and has held it in 2 quarters since.
  • Triumph Capital Management's YieldMax AI & Tech Portfolio Option Income ETF position peaked at $641K in Q2 2026.
  • 1 fund tracked by Wall St. Rank held YieldMax AI & Tech Portfolio Option Income ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.