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 Q3	$51.6K	Buy	789 +9	+1%	+$615	0.01%	698
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

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Y.D. More Investments Ramat Gan, Israel $3.47B AUM 82.09% 1-Year Est. Return

PIMG

Patriot Investment Management Group Knoxville, Tennessee $1.73B AUM 10.12% 1-Year Est. Return

Signature Estate & Investment Advisors Los Angeles, California $5.67B AUM 20.02% 1-Year Est. Return

McKinley Carter Wealth Services Wheeling, West Virginia $1.96B AUM 13.62% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

WealthBridge Capital Management Westerville, Ohio $515M AUM 18.49% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

SBI Securities Tokyo, Japan $4.38B AUM 56.37% 1-Year Est. Return

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

Triumph Capital Management increased its iShares Global Consumer Staples ETF (KXI) stake by 1.2% in Q3 2026, buying an estimated $615 and bringing the position to 789 shares worth $51.6K. The position accounts for 0.01% of the portfolio, ranked #698.

Triumph Capital Management first reported a position in KXI in Q3 2022 and has held it in 6 quarters since. The position peaked at $408K in Q4 2022. 40 funds tracked by Wall St. Rank hold KXI as of Q3 2026.

Triumph Capital Management held 789 shares of iShares Global Consumer Staples ETF worth $51.6K as of Q3 2026.
Triumph Capital Management bought 9 iShares Global Consumer Staples ETF shares in Q3 2026, an estimated $615.
iShares Global Consumer Staples ETF made up 0.01% of Triumph Capital Management's portfolio in Q3 2026, its #698 holding.
Triumph Capital Management first reported a position in iShares Global Consumer Staples ETF in Q3 2022 and has held it in 6 quarters since.
Triumph Capital Management's iShares Global Consumer Staples ETF position peaked at $408K in Q4 2022.
40 funds tracked by Wall St. Rank held iShares Global Consumer Staples ETF as of Q3 2026.

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