Triumph Capital Management’s iShares Global Consumer Staples ETF KXI Stock Holding History

Triumph Capital Management’s Portfolio KXI Stock Details KXI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$52.7K	Buy	780 +42	+6%	+$2.86K	0.01%	659
2026 Q1	$49.5K	Sell	738 -825	-53%	-$56.7K	0.01%	648
2025 Q4	$101K	Buy	+1,563	New	+$101K	0.02%	437
2023 Q1	–	Sell	-6,839	Closed	-$408K	–	211
2022 Q4	$408K	Buy	6,839 +199	+3%	+$11.5K	0.22%	109
2022 Q3	$356K	Buy	+6,640	New	+$388K	0.19%	113

Other funds holding KXI

Fisher Asset Management Camas, Washington $336B AUM 34.66% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MIM

Morningstar Investment Management Chicago, Illinois $1.62B AUM 13.96% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Banco Santander Madrid, Spain $16.1B AUM 35.02% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

IPAM

ICICI Prudential Asset Management Mumbai, India $913M AUM 30.42% 1-Year Est. Return

Triumph Capital Management's KXI Position: Q2 2026 in Review

Triumph Capital Management increased its iShares Global Consumer Staples ETF (KXI) stake by 5.7% in Q2 2026, buying an estimated $2.86K and bringing the position to 780 shares worth $52.7K. The position accounts for 0.01% of the portfolio, ranked #659.

Triumph Capital Management first reported a position in KXI in Q3 2022 and has held it in 5 quarters since. The position peaked at $408K in Q4 2022. 124 funds tracked by Wall St. Rank hold KXI as of Q2 2026.

Triumph Capital Management held 780 shares of iShares Global Consumer Staples ETF worth $52.7K as of Q2 2026.
Triumph Capital Management bought 42 iShares Global Consumer Staples ETF shares in Q2 2026, an estimated $2.86K.
iShares Global Consumer Staples ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #659 holding.
Triumph Capital Management first reported a position in iShares Global Consumer Staples ETF in Q3 2022 and has held it in 5 quarters since.
Triumph Capital Management's iShares Global Consumer Staples ETF position peaked at $408K in Q4 2022.
124 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q2 2026.

Based on Triumph Capital Management's 13F filing for Q2 2026, filed 21 Jul 2026.