Triumph Capital Management ALTY THE GLOBAL X SUPERDIVIDEND ALTERNATIVES ETF

Ownership history in Triumph Capital Management  ·  18 quarters on record

AI Ownership Summary

Triumph Capital Management reported THE GLOBAL X SUPERDIVIDEND ALTERNATIVES ETF (ALTY) in 18 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.24% in 2023 Q4. The latest visible filing shows ALTY at 0.07% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this ALTY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Triumph Capital Management's position in THE GLOBAL X SUPERDIVIDEND ALTERNATIVES ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

ALTY was reported at 0.07% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.24% in 2023 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How Triumph Capital Management held ALTY — position size vs. price
% of Fund (quarterly)    ALTY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 29,228 0% 0.07% $351K 2026-05-13 $12.35
2025 Q4 REDUCED 29,228 -502 -1.7% 0.08% $349K 2026-02-12 $12.09
2025 Q3 ADDED 29,730 +296 +1.0% 0.09% $353K 2025-11-17 $11.44
2025 Q2 REDUCED 29,434 -190 -0.6% 0.10% $343K 2025-07-09 $10.89
2025 Q1 UNCHANGED 29,624 0% 0.12% $347K 2025-05-06 $10.51
2024 Q4 REDUCED 38.1% +2.3% 29,624 -18,240 -38.1% 0.12% $343K 2025-02-14 $10.90
2024 Q1 REDUCED 47,864 -2,170 -4.3% 0.23% $552K 2024-04-25 $9.50
2023 Q4 REDUCED 24.5% +3.2% 50,034 -16,239 -24.5% 0.24% $570K 2024-02-05 $9.43
10 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

FAQ About Triumph Capital Management and ALTY

These are the practical questions this page is built to answer before you even open the full history table.

How long has Triumph Capital Management reported owning ALTY?

Triumph Capital Management reported ALTY across 8 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported ALTY position in Triumph Capital Management's portfolio?

The largest reported portfolio weight for ALTY was 0.24% in 2023 Q4.

What is the latest reported ALTY position on this page?

The most recent filing on this page is 2026 Q1, when Triumph Capital Management reported 29,228 shares, equal to 0.07% of portfolio, with an estimated market value of $351K.

What does the chart on this ALTY ownership page compare?

The chart compares Triumph Capital Management's quarterly ALTY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Triumph Capital Management time their ALTY position?

Based on 13F filing dates vs. subsequent ALTY price moves, Triumph Capital Management correctly timed 10 out of 16 reported position changes (62%). The annualised alpha on ALTY relative to SPY over the holding period was -6.4%.

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