Triumph Capital Management IQQQ — PROSHARES TR

Ownership history in Triumph Capital Management  ·  4 quarters on record

AI Ownership Summary

Triumph Capital Management reported PROSHARES TR (IQQQ) in 4 quarterly 13F filings from 2025 Q4 through 2026 Q3. The latest visible filing shows IQQQ at 0.00% 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.

What this IQQQ 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 PROSHARES TR, 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 Q3

IQQQ was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

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

Time in book
Holding Window
2025 Q4 to 2026 Q3

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 IQQQ — position size vs. price
% of Fund (quarterly)    IQQQ price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 4 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q3 UNCHANGED — — — 400 — 0% 0.00% $20K 2026-10-14 $47.83
2026 Q2 UNCHANGED — — — 400 — 0% 0.00% $20K 2026-07-21 $47.81
2026 Q1 REDUCED 20.0% +21.9% ❌ 400 -100 -20.0% 0.00% $17K 2026-05-13 $48.03
2025 Q4 INITIATED — — — 500 — — 0.00% $22K 2026-02-14 (Est.) $41.59

FAQ About Triumph Capital Management and IQQQ

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 IQQQ?

Triumph Capital Management reported IQQQ across 4 quarterly 13F filings, from 2025 Q4 through 2026 Q3.

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

The largest reported portfolio weight for IQQQ was 0.00% in 2025 Q4.

What is the latest reported IQQQ position on this page?

The most recent filing on this page is 2026 Q3, when Triumph Capital Management reported 400 shares, equal to 0.00% of portfolio, with an estimated market value of $20K.

What does the chart on this IQQQ ownership page compare?

The chart compares Triumph Capital Management's quarterly IQQQ 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.

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