Triumph Capital Management YYY — AMPLIFY HIGH INCOME ETF

Ownership history in Triumph Capital Management  ·  9 quarters on record

AI Ownership Summary

Triumph Capital Management reported AMPLIFY HIGH INCOME ETF (YYY) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q2. Peak portfolio weight reached 0.32% in 2024 Q1. The latest visible filing shows YYY at 0.02% 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 YYY 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 AMPLIFY HIGH 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 Q2

YYY was reported at 0.02% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.32% in 2024 Q1

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

Time in book
Holding Window
2024 Q1 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.

YYY stock page Triumph Capital Management fund profile Triumph Capital Management full holdings
How Triumph Capital Management held YYY — position size vs. price
% of Fund (quarterly)    YYY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 5 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q2 REDUCED — — — 7,527 -400 -5.0% 0.02% $87K 2026-07-21 $11.50
2026 Q1 UNCHANGED — — — 7,927 — 0% 0.02% $87K 2026-05-13 $11.32
2025 Q4 REDUCED 11.2% -1.1% ✅ 7,927 -1,000 -11.2% 0.02% $91K 2026-02-12 $11.17
2025 Q3 REDUCED 86.4% +1.0% ❌ 8,927 -56,842 -86.4% 0.03% $105K 2025-11-17 $10.61
2024 Q1 ADDED — — — 65,769 +2,604 +4.1% 0.32% $789K 2024-04-25 $8.88
4 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding YYY

As of 2026 Q2 — sorted by position size

Independent Wealth Network Inc. 3Y 0.55% SEAVIEW INVESTMENT MANAGERS LLC 3Y 0.36% Allied Private Wealth LLC 0.29% INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC 3Y 0.29% Sage Capital Management, LLC 0.11% Oxinas Partners, LLC 3Y 0.09% CERTIOR FINANCIAL GROUP, LLC 0.08% First Heartland Consultants, Inc. 3Y 7Y 0.06% Key Client Fiduciary Advisors, LLC 3Y 0.05% Bison Wealth, LLC 0.05%

FAQ About Triumph Capital Management and YYY

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 YYY?

Triumph Capital Management reported YYY across 5 quarterly 13F filings, from 2024 Q1 through 2026 Q2.

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

The largest reported portfolio weight for YYY was 0.32% in 2024 Q1.

What is the latest reported YYY position on this page?

The most recent filing on this page is 2026 Q2, when Triumph Capital Management reported 7,527 shares, equal to 0.02% of portfolio, with an estimated market value of $87K.

What does the chart on this YYY ownership page compare?

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

Based on 13F filing dates vs. subsequent YYY price moves, Triumph Capital Management correctly timed 4 out of 7 reported position changes (57%). The annualised alpha on YYY relative to SPY over the holding period was -7.3%.

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