Triumph Capital Management’s Kurv Yield Premium Strategy Microsoft (MSFT) ETF MSFY Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$728	Hold	35	–	–	﹤0.01%	1743
2026 Q2	$575	Buy	35 +25	+250%	+$457	﹤0.01%	1717
2026 Q1	$170	Buy	+10	New	+$201	﹤0.01%	1775

Other funds holding MSFY

Kurv Investment Management San Francisco, California $200M AUM 53.41% 1-Year Est. Return

Investmark Advisory Group Shelton, Connecticut $308M AUM 15.77% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

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

Triumph Capital Management held its Kurv Yield Premium Strategy Microsoft (MSFT) ETF (MSFY) position steady in Q3 2026 at 35 shares worth $728. The position accounts for ﹤0.01% of the portfolio, ranked #1743.

Triumph Capital Management first reported a position in MSFY in Q1 2026 and has held it in 3 quarters since. 5 funds tracked by Wall St. Rank hold MSFY as of Q3 2026.

Triumph Capital Management held 35 shares of Kurv Yield Premium Strategy Microsoft (MSFT) ETF worth $728 as of Q3 2026.
Triumph Capital Management left its Kurv Yield Premium Strategy Microsoft (MSFT) ETF share count unchanged in Q3 2026.
Kurv Yield Premium Strategy Microsoft (MSFT) ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1743 holding.
Triumph Capital Management first reported a position in Kurv Yield Premium Strategy Microsoft (MSFT) ETF in Q1 2026 and has held it in 3 quarters since.
5 funds tracked by Wall St. Rank held Kurv Yield Premium Strategy Microsoft (MSFT) ETF as of Q3 2026.

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