Money Concepts Capital Corp Reduced Holdings in Q2 2025

Money Concepts Capital Corp

  • $1.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
AFL
Aflac Inc

Financial Services
-718
- 5.29%
$99.77 - $112.45 $71.6K - $80.7K
12.8K $1.35M
PECO
Phillips Edison & Company, Inc.

Real Estate
-381
- 0.48%
$33.53 - $37.33 $12.8K - $14.2K
79.3K $2.78M
IRT
Independence Realty Trust, Inc.

Real Estate
-400
- 1.38%
$17.41 - $21.38 $6.96K - $8.55K
28.5K $504K
PFF
Ishares Trust Ishares Pfd And

ETFs
-3.45K
- 7.46%
$29.0 - $30.68 $100K - $106K
42.8K $1.31M
IR
Ingersoll Rand Inc.

Industrials
-1.32K
- 31.84%
$66.75 - $84.94 $87.8K - $112K
2.82K $234K
OXLC
Oxford Lane Capital Corp.

Financial Services
-12.8K
- 16.95%
$4.01 - $4.96 $51.3K - $63.4K
62.7K $263K
COST
Costco Wholesale Corp

Consumer Defensive
-225
- 7.35%
$908.13 - $1056.85 $204K - $238K
2.84K $2.81M
VSDA
Victory Portfolios Ii Victorys

ETFs
-1.76K
- 3.38%
$46.15 - $51.89 $81.4K - $91.5K
50.4K $2.61M
SDOG
Alps Sector Dividend Dogs ETF

ETFs
-1.06K
- 2.93%
$50.46 - $58.08 $53.7K - $61.8K
35.3K $2.03M
OGN
Organon & Co.

Healthcare
-500
- 4.0%
$8.04 - $14.72 $4.02K - $7.36K
12K $116K
XLB
Select Sector Spdr Fd Material

ETFs
-1.15K
- 6.54%
$74.27 - $88.92 $85.6K - $102K
16.5K $1.45M
ZIG
ETF Ser Solutions Acquirers Fd

ETFs
-1.88K
- 24.52%
$29.96 - $35.94 $56.4K - $67.6K
5.79K $204K
LGH
Northern Lts Fd Tr Iii Hcm Def

ETFs
-5.41K
- 14.41%
$44.63 - $54.44 $241K - $294K
32.1K $1.75M
CSX
Csx Corp

Industrials
-3.26K
- 23.64%
$26.69 - $32.91 $86.9K - $107K
10.5K $343K
VNQ
Vanguard Specialized Funds Van

ETFs
-584
- 9.31%
$79.79 - $91.42 $46.6K - $53.4K
5.69K $506K
XSD
Spdr Tr Ser Spdr S&P Semicondu

ETFs
-3.65K
- 23.19%
$160.63 - $257.78 $586K - $941K
12.1K $3.1M
MO
Altria Group, Inc.

Consumer Defensive
-726
- 7.41%
$55.56 - $60.91 $40.3K - $44.2K
9.07K $531K
BABA
Alibaba Group Holding LTD

Consumer Cyclical
-122
- 5.9%
$99.37 - $134.05 $12.1K - $16.4K
1.95K $220K
WU
Western Union CO

Financial Services
-1.71K
- 10.78%
$8.37 - $10.63 $14.3K - $18.2K
14.2K $119K
SPTS
Spdr Portfolio Short Term Trea

ETFs
-1.52K
- 9.25%
$29.07 - $29.38 $44.2K - $44.7K
14.9K $436K
UOCT
Innovator U.S. Equity Ultra Bu

ETFs
-1.87K
- 15.09%
$32.79 - $36.78 $61.4K - $68.9K
10.5K $387K
GNL
Global Net Lease, Inc.

Real Estate
-1.38K
- 2.36%
$6.82 - $8.08 $9.4K - $11.1K
57.1K $431K
GTO
Invesco Actively Managed ETF T

ETFs
-784
- 2.37%
$45.73 - $47.2 $35.9K - $37K
32.3K $1.52M
RTH
Vaneck ETF Tr Vaneck Retail Et

ETFs
-334
- 9.37%
$208.91 - $238.66 $69.8K - $79.7K
3.23K $770K
SPYD
Spdr Portfolio S&P 500 High Di

ETFs
-463
- 6.36%
$38.81 - $44.28 $18K - $20.5K
6.82K $289K
WMK
Weis Markets Inc

Consumer Defensive
-55
- 0.9%
$71.84 - $88.84 $3.95K - $4.89K
6.04K $437K
IWF
Ishares Russell 1000 Gr ETF

ETFs
-409
- 18.44%
$320.42 - $424.58 $131K - $174K
1.81K $768K
XYLD
Global X Fds S&P 500 Covered C

ETFs
-720
- 11.65%
$35.62 - $39.64 $25.6K - $28.5K
5.46K $212K
IQI
Invesco Quality Municipal Income Trust

Financial Services
-2K
- 12.62%
$9.09 - $9.79 $18.2K - $19.6K
13.8K $129K
XLY
Select Sector Spdr Consumer Di

ETFs
-1.28K
- 9.88%
$176.34 - $218.59 $225K - $279K
11.6K $2.53M
FTNT
Fortinet, Inc.

Technology
-1.74K
- 10.04%
$84.71 - $108.69 $147K - $189K
15.6K $1.65M
IWD
Ishares Russell 1000 Val ETF

ETFs
-454
- 4.04%
$166.82 - $194.23 $75.7K - $88.2K
10.8K $2.1M
DVY
Ishares Tr

ETFs
-113
- 5.02%
$118.37 - $134.86 $13.4K - $15.2K
2.14K $283K
AMLP
Alps ETF Tr Alerian Mlp ETF

ETFs
-90
- 2.08%
$45.07 - $52.57 $4.06K - $4.73K
4.23K $206K
QCOM
Qualcomm Inc

Technology
-182
- 7.77%
$124.66 - $159.48 $22.7K - $29K
2.16K $343K
TOTL
Ssga Active ETF Tr Spdr Doblel

ETFs
-301
- 3.9%
$39.34 - $40.41 $11.8K - $12.2K
7.41K $297K
JPIE
J P Morgan Exchange Traded Fd
-250
- 4.62%
$45.12 - $46.32 $11.3K - $11.6K
5.16K $238K
CFA
Victory Portfolios Ii Shs Us 5

ETFs
-663
- 4.67%
$75.06 - $87.96 $49.8K - $58.3K
13.5K $1.19M
XMHQ
Invesco Exchange Traded Fd Tr

ETFs
-531
- 8.2%
$82.17 - $99.96 $43.6K - $53.1K
5.94K $583K
BIV
Vanguard Bd Index Fd Inc Inter

ETFs
-126
- 3.6%
$75.05 - $77.34 $9.46K - $9.74K
3.38K $261K
T
At&T Inc.

Communication Services
-5.21K
- 2.36%
$26.33 - $28.94 $137K - $151K
215K $6.23M
Veralto Corp
-108
- 4.95%
N/A
2.07K $0
TBIL
Rbb Fd Inc Us Treas 3 Month Bi
-46.4K
- 21.26%
N/A
172K $0
Managed Portfolio Series
-262K
- 95.71%
N/A
11.7K $0
Linde PLC
-4
- 0.36%
N/A
1.12K $0
ILCG
Ishares Morningstar Growth ETF
-8.86K
- 10.64%
N/A
74.4K $0
Blackrock Inc
-27
- 2.36%
N/A
1.12K $0
Viking Holdings LTD
-411
- 1.79%
N/A
22.5K $0
Aptiv PLC
-177
- 2.06%
N/A
8.41K $0
Activity Summary
Buys All Purchases 259 New Holdings 44 Increased Positions 215 Sells All Sells 162 Reductions 162 Sold out 0 Options Calls 0 Puts 0
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