Triumph Capital Management
XT icon

Triumph Capital Management’s iShares Future Exponential Technologies ETF XT Stock Holding History

Triumph Capital Management’s Portfolio XT Stock Details XT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q3 		$6.26K Hold
75
– – ﹤0.01% 1331
2026
Q2 		$6.2K Buy
+75
New +$5.86K ﹤0.01% 1287

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New England Private Wealth Advisors
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Private Advisory Group
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Clearwater Capital Advisors
Clearwater Capital Advisors Hoffman Estates, Illinois $1.39B AUM 12.56% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $10.1B AUM 17.94% 1-Year Est. Return
CFS Investment Advisory Services
CFS Investment Advisory Services Totowa, New Jersey $1.54B AUM 13.25% 1-Year Est. Return
Barrett & Company
Barrett & Company Providence, Rhode Island $366M AUM 15.99% 1-Year Est. Return
Daymark Wealth Partners
Daymark Wealth Partners Cincinnati, Ohio $4.41B AUM 22.52% 1-Year Est. Return

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

Triumph Capital Management held its iShares Future Exponential Technologies ETF (XT) position steady in Q3 2026 at 75 shares worth $6.26K. The position accounts for ﹤0.01% of the portfolio, ranked #1331.

Triumph Capital Management first reported a position in XT in Q2 2026 and has held it in 2 quarters since. 163 funds tracked by Wall St. Rank hold XT as of Q3 2026.

  • Triumph Capital Management held 75 shares of iShares Future Exponential Technologies ETF worth $6.26K as of Q3 2026.
  • Triumph Capital Management left its iShares Future Exponential Technologies ETF share count unchanged in Q3 2026.
  • iShares Future Exponential Technologies ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1331 holding.
  • Triumph Capital Management first reported a position in iShares Future Exponential Technologies ETF in Q2 2026 and has held it in 2 quarters since.
  • 163 funds tracked by Wall St. Rank held iShares Future Exponential Technologies ETF as of Q3 2026.

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