Money Concepts Capital Corp Sells in Q2 2025

Money Concepts Capital Corp

  • $1.39 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
OMFL
Invesco Exchange Traded Self I

ETFs
-155K
- 97.72%
$48.43 - $57.78 $7.53M - $8.98M
3.63K $209K
CTA
Simplify Exch Traded Fds Simpl

ETFs
-158K
- 91.85%
$26.61 - $29.9 $4.21M - $4.73M
14.1K $375K
DBEF
Xtrackers Msci Eafe Hedged Equ

ETFs
-99.6K
- 93.17%
$38.18 - $45.52 $3.8M - $4.53M
7.3K $319K
BIL
Spdr Bloomberg 1 3 Month T Bil

ETFs
-44.5K
- 64.92%
$91.43 - $91.74 $4.07M - $4.08M
24K $2.2M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-24.4K
- 48.92%
$152.42 - $182.82 $3.73M - $4.47M
25.5K $4.67M
SPY
Spdr S&P 500 ETF Trust

ETFs
-6.41K
- 42.57%
$496.48 - $617.85 $3.18M - $3.96M
8.65K $5.34M
RSP
Invesco S&P 500 Equal Weight E

ETFs
-21.4K
- 13.94%
$152.93 - $181.74 $3.27M - $3.88M
132K $24M
SCHD
Schwab Strategic Tr Us Dividen

ETFs
-86.7K
- 55.11%
$24.32 - $27.87 $2.11M - $2.42M
70.6K $1.87M
AAPL
Apple Inc.

Technology
-2.62K
- 2.28%
$172.42 - $223.89 $451K - $586K
112K $23M
SPGP
Invesco Exchange Traded Fd Tr

ETFs
-25.7K
- 36.31%
$86.05 - $107.7 $2.21M - $2.77M
45.1K $4.85M
COWZ
Pacer Fds Tr Us Cash Cows 100

ETFs
-21.1K
- 41.23%
$47.46 - $55.3 $1M - $1.17M
30.1K $1.66M
HRL
Hormel Foods Corp

Consumer Defensive
-23.9K
- 36.51%
$29.11 - $31.44 $697K - $753K
41.6K $1.26M
TRV
Travelers Companies, Inc.

Financial Services
-2.8K
- 77.97%
$233.83 - $276.34 $655K - $774K
791 $211K
NWE
Northwestern Corp

Utilities
-9.87K
- 33.46%
$50.8 - $59.51 $501K - $587K
19.6K $1.01M
PFE
Pfizer Inc

Healthcare
-17.5K
- 8.41%
$21.59 - $24.84 $379K - $436K
191K $4.63M
CTAS
Cintas Corp

Industrials
-3.92K
- 27.43%
$190.11 - $227.66 $746K - $893K
10.4K $2.31M
IBTF
Ishares Tr Ibonds Dec 2025 Ter

ETFs
-26.3K
- 15.01%
$23.29 - $23.38 $611K - $614K
149K $3.47M
OZK
Bank Ozk

Financial Services
-17.6K
- 24.8%
$37.58 - $47.34 $661K - $833K
53.4K $2.51M
BILS
Spdr Bloomberg 3 12 Month T Bi

ETFs
-5.41K
- 8.32%
$99.1 - $99.49 $537K - $539K
59.6K $5.93M
BUFR
First Tr Ex Td Viii Ft Cboe Ve

ETFs
-41.1K
- 11.06%
$27.3 - $31.8 $1.12M - $1.31M
331K $10.5M
KDP
Keurig Dr Pepper Inc.

Consumer Defensive
-12.5K
- 16.82%
$32.56 - $35.71 $408K - $448K
62K $2.05M
BNDX
Vanguard Total International B

ETFs
-9.6K
- 46.47%
$48.77 - $49.55 $468K - $476K
11.1K $547K
IEF
Ishares Barclays

ETFs
-5.22K
- 3.97%
$93.15 - $96.56 $486K - $504K
126K $12.1M
SPAB
Spdr Portfolio Aggregate Bond

ETFs
-18.9K
- 2.74%
$24.98 - $25.66 $471K - $484K
671K $17.2M
GLDM
World Gold Trust

ETFs
-10.9K
- 11.35%
$58.96 - $67.97 $642K - $740K
85K $5.57M
CDC
Victory Portfolios Ii Shs Inco

ETFs
-3.91K
- 7.05%
$58.28 - $65.68 $228K - $257K
51.6K $3.28M
IGV
Ishares Expanded Tech Software

ETFs
-5.95K
- 37.23%
$80.15 - $109.5 $477K - $652K
10K $1.1M
AMGN
Amgen Inc

Healthcare
-4
- 0.04%
$262.28 - $309.85 $1.05K - $1.24K
9.21K $2.57M
BCE
Bce Inc

Communication Services
-11.7K
- 32.47%
$20.87 - $22.95 $243K - $267K
24.2K $537K
XLF
Financial Sector Spdr

ETFs
-5.91K
- 37.81%
$43.92 - $52.37 $260K - $310K
9.72K $508K
NKE
Nike, Inc.

Consumer Cyclical
-6.48K
- 25.55%
$53.27 - $72.04 $345K - $466K
18.9K $1.34M
SYY
Sysco Corp

Consumer Defensive
-3.78K
- 10.03%
$68.0 - $75.91 $257K - $287K
33.9K $2.57M
XLE
Energy Sector Spdr

ETFs
-103
- 0.38%
$76.44 - $94.13 $7.87K - $9.7K
26.8K $2.28M
CB
Chubb LTD

Financial Services
-746
- 40.68%
$274.32 - $302.46 $205K - $226K
1.09K $315K
DGRO
Ishares Core Dividend Growth E

ETFs
-4.97K
- 11.61%
$55.22 - $63.94 $274K - $318K
37.8K $2.42M
HD
Home Depot, Inc.

Consumer Cyclical
-619
- 3.72%
$335.24 - $380.78 $208K - $236K
16K $5.87M
CFO
Victory Portfolios Ii Shs Us 5

ETFs
-4.59K
- 11.93%
$60.86 - $71.29 $279K - $327K
33.9K $2.42M
ED
Consolidated Edison Inc

Utilities
-262
- 1.41%
$98.05 - $113.3 $25.7K - $29.7K
18.3K $1.84M
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-5.2K
- 9.39%
$45.11 - $52.34 $235K - $272K
50.2K $2.63M
IJJ
Ishares S&P Midcap 400 Value E

ETFs
-2.08K
- 14.14%
$103.88 - $123.68 $216K - $257K
12.6K $1.56M
IJS
Ishares S&P Smallcap 600 Value

ETFs
-2.33K
- 14.01%
$83.54 - $100.04 $195K - $233K
14.3K $1.42M
SHY
Ishares Barclays 1 3 Year Trea

ETFs
-2.48K
- 4.61%
$82.21 - $83.12 $204K - $206K
51.3K $4.25M
SPSB
Spdr Portfolio Short Term Corp

ETFs
-7.01K
- 3.07%
$29.82 - $30.19 $209K - $212K
221K $6.68M
IEI
Ishares Barclays 3 7 Yr Treas

ETFs
-1.68K
- 10.27%
$116.93 - $119.39 $197K - $201K
14.7K $1.75M
MTUM
Ishares Msci Usa Momentum Fact

ETFs
-1.21K
- 43.55%
$180.84 - $240.32 $218K - $290K
1.56K $375K
USFR
Wisdomtree Floating Rate Treas

ETFs
-3.64K
- 5.35%
$50.28 - $50.47 $183K - $184K
64.4K $3.24M
SPYG
Spdr Portfolio

ETFs
-8.34K
- 20.27%
$71.83 - $95.32 $599K - $795K
32.8K $3.13M
JEPQ
J P Morgan ETF Tr Nasdaq Equit

ETFs
-5.88K
- 10.06%
$45.88 - $54.4 $270K - $320K
52.6K $2.86M
AZN
Astrazeneca PLC

Healthcare
-580
- 1.78%
$64.87 - $75.0 $37.6K - $43.5K
31.9K $2.23M
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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