Triumph Capital Management KAPR — INNOVATOR ETFS TRUST

Ownership history in Triumph Capital Management  ·  6 quarters on record

AI Ownership Summary

Triumph Capital Management reported INNOVATOR ETFS TRUST (KAPR) in 6 quarterly 13F filings from 2024 Q4 through 2026 Q2. Peak portfolio weight reached 0.2% in 2024 Q4. The latest visible filing shows KAPR at 0.01% 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 KAPR 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 INNOVATOR ETFS TRUST, 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 Q2

KAPR was reported at 0.01% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2024 Q4

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

Time in book
Holding Window
2024 Q4 to 2026 Q2

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.

KAPR stock page Triumph Capital Management fund profile Triumph Capital Management full holdings
How Triumph Capital Management held KAPR — position size vs. price
% of Fund (quarterly)    KAPR price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 6 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 UNCHANGED — — — 1,716 — 0% 0.01% $68K 2026-07-21 $39.87
2026 Q1 UNCHANGED — — — 1,716 — 0% 0.01% $62K 2026-05-13 $38.56
2025 Q4 REDUCED — — — 1,716 -70 -3.9% 0.01% $60K 2026-02-12 $35.63
2025 Q3 REDUCED 80.8% +3.1% ❌ 1,786 -7,494 -80.8% 0.01% $61K 2025-11-17 $33.92
2025 Q1 REDUCED 48.5% +5.0% ❌ 9,280 -8,730 -48.5% 0.10% $286K 2025-05-06 $30.68
2024 Q4 INITIATED — — — 18,010 — — 0.20% $589K 2025-02-14 $33.18

🏢 Other funds also holding KAPR

As of 2026 Q2 — sorted by position size

TopTier Wealth Management, LLC 0.61% PFS Partners, LLC 0.36% My Personal CFO, LLC 3Y 0.17% Liberty Atlantic Advisors LLC 0.17% WINNACLE WEALTH LLC 0.16% BCS Wealth Management 3Y 0.07% Fragasso Financial Advisors Inc 3Y 7Y 0.06% TrustBank 0.05% CALIBER WEALTH MANAGEMENT, LLC / KS 0.03% Noble Wealth Management PBC 0.02%

FAQ About Triumph Capital Management and KAPR

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 KAPR?

Triumph Capital Management reported KAPR across 6 quarterly 13F filings, from 2024 Q4 through 2026 Q2.

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

The largest reported portfolio weight for KAPR was 0.20% in 2024 Q4.

What is the latest reported KAPR position on this page?

The most recent filing on this page is 2026 Q2, when Triumph Capital Management reported 1,716 shares, equal to 0.01% of portfolio, with an estimated market value of $68K.

What does the chart on this KAPR ownership page compare?

The chart compares Triumph Capital Management's quarterly KAPR 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 KAPR position?

Based on 13F filing dates vs. subsequent KAPR price moves, Triumph Capital Management correctly timed 0 out of 4 reported position changes (0%). The annualised alpha on KAPR relative to SPY over the holding period was -2.3%.

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