Triumph Capital Management
ROE icon

Triumph Capital Management’s Astoria US Quality Kings ETF ROE Stock Holding History

Triumph Capital Management’s Portfolio ROE Stock Details ROE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$16.2K Sell
380
-46
-11% -$1.97K ﹤0.01% 1041
2026
Q2 		$18.2K Sell
426
-11
-3% -$441 ﹤0.01% 968
2026
Q1 		$15.5K Hold
437
– – ﹤0.01% 970
2025
Q4 		$15.4K Buy
+437
New +$15.2K ﹤0.01% 943

Other funds holding ROE

Beacon Capital Management Inc (Ohio)
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Exchange Traded Concepts
Exchange Traded Concepts Oklahoma City, Oklahoma $25.3B AUM 51.52% 1-Year Est. Return
Oregon Pacific Wealth Management
Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Atria Investments
Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
Legacy Capital Group California
Legacy Capital Group California Los Gatos, California $335M AUM 33.2% 1-Year Est. Return
BlueDoor Private Wealth
BlueDoor Private Wealth Beverly, Massachusetts $236M AUM 14.87% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
SteelPeak Wealth
SteelPeak Wealth Woodland Hills, California $4.07B AUM 38.25% 1-Year Est. Return

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

Triumph Capital Management reduced its Astoria US Quality Kings ETF (ROE) stake by 11% in Q3 2026, selling an estimated $1.97K and leaving 380 shares worth $16.2K. The position accounts for ﹤0.01% of the portfolio, ranked #1041.

Triumph Capital Management first reported a position in ROE in Q4 2025 and has held it in 4 quarters since. The position peaked at $18.2K in Q2 2026. 40 funds tracked by Wall St. Rank hold ROE as of Q3 2026.

  • Triumph Capital Management held 380 shares of Astoria US Quality Kings ETF worth $16.2K as of Q3 2026.
  • Triumph Capital Management sold 46 Astoria US Quality Kings ETF shares in Q3 2026, an estimated $1.97K.
  • Astoria US Quality Kings ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1041 holding.
  • Triumph Capital Management first reported a position in Astoria US Quality Kings ETF in Q4 2025 and has held it in 4 quarters since.
  • Triumph Capital Management's Astoria US Quality Kings ETF position peaked at $18.2K in Q2 2026.
  • 40 funds tracked by Wall St. Rank held Astoria US Quality Kings ETF as of Q3 2026.

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