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Triumph Capital Management’s iShares MSCI USA Min Vol Factor ETF USMV Stock Holding History

Triumph Capital Management’s Portfolio USMV Stock Details USMV Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$48.2K Hold
500
– – 0.01% 688
2026
Q1 		$46.4K Hold
500
– – 0.01% 666
2025
Q4 		$47.1K Buy
+500
New +$47.1K 0.01% 636

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BCM
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HPA
High Probability Advisors Pittsford, New York $935M AUM 18.66% 1-Year Est. Return
AWAG
ARS Wealth Advisors Group St. Petersburg, Florida $1.28B AUM 24.51% 1-Year Est. Return
LWA
Lineweaver Wealth Advisors Valley View, Ohio $845M AUM 20.71% 1-Year Est. Return
PAS
Park Avenue Securities New York $16B AUM 26.77% 1-Year Est. Return
CWM
Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return
AHC
Anderson Hoagland & Co St Louis, Missouri $1.28B AUM 29.05% 1-Year Est. Return

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

Triumph Capital Management held its iShares MSCI USA Min Vol Factor ETF (USMV) position steady in Q2 2026 at 500 shares worth $48.2K. The position accounts for 0.01% of the portfolio, ranked #688.

Triumph Capital Management first reported a position in USMV in Q4 2025 and has held it in 3 quarters since. 377 funds tracked by Wall St. Rank hold USMV as of Q2 2026.

  • Triumph Capital Management held 500 shares of iShares MSCI USA Min Vol Factor ETF worth $48.2K as of Q2 2026.
  • Triumph Capital Management left its iShares MSCI USA Min Vol Factor ETF share count unchanged in Q2 2026.
  • iShares MSCI USA Min Vol Factor ETF made up 0.01% of Triumph Capital Management's portfolio in Q2 2026, its #688 holding.
  • Triumph Capital Management first reported a position in iShares MSCI USA Min Vol Factor ETF in Q4 2025 and has held it in 3 quarters since.
  • 377 funds tracked by Wall St. Rank held iShares MSCI USA Min Vol Factor ETF as of Q2 2026.

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