Triumph Capital Management RMIF LHA RISK-MANAGED INCOME ETF

Ownership history in Triumph Capital Management  ·  8 quarters on record

AI Ownership Summary

Triumph Capital Management reported LHA RISK-MANAGED INCOME ETF (RMIF) in 8 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.17% in 2024 Q4. The latest visible filing shows RMIF 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 RMIF 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 LHA RISK-MANAGED INCOME 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

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

High-water mark
Peak Conviction
0.17% 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
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 RMIF — position size vs. price
% of Fund (quarterly)    RMIF 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 REDUCED 1,200 -9,185 -88.4% 0.01% $29K 2026-05-13 $24.23
2025 Q4 REDUCED 5.1% -1.5% 10,385 -562 -5.1% 0.06% $257K 2026-02-12 $24.54
2025 Q3 REDUCED 31.2% +1.0% 10,947 -4,955 -31.2% 0.07% $274K 2025-11-17 $24.19
2025 Q2 REDUCED 14.2% +1.9% 15,902 -2,623 -14.2% 0.12% $396K 2025-07-09 $23.82
2025 Q1 REDUCED 18,525 -735 -3.8% 0.15% $461K 2025-05-06 $23.39
2024 Q4 ADDED 19,260 +4,016 +26.3% 0.17% $484K 2025-02-14 $23.71
2024 Q1 ADDED 15,244 +3,891 +34.3% 0.16% $383K 2024-04-25 $22.24
2023 Q4 INITIATED 11,353 0.12% $285K 2024-02-05 $21.94

FAQ About Triumph Capital Management and RMIF

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 RMIF?

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

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

The largest reported portfolio weight for RMIF was 0.17% in 2024 Q4.

What is the latest reported RMIF position on this page?

The most recent filing on this page is 2026 Q1, when Triumph Capital Management reported 1,200 shares, equal to 0.01% of portfolio, with an estimated market value of $29K.

What does the chart on this RMIF ownership page compare?

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

Based on 13F filing dates vs. subsequent RMIF price moves, Triumph Capital Management correctly timed 3 out of 7 reported position changes (43%). The annualised alpha on RMIF relative to SPY over the holding period was +4.1%.

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