Money Concepts Capital Corp »

Shp Etf Trust shares owned by Money Concepts Capital Corp

Quarter-by-quarter ownership of Shp Etf Trust (SPYI) shares owned by Money Concepts Capital Corp from 13F filings

Historical chart of Money Concepts Capital Corp investment in Shp Etf Trust

Tip: Access up to 7 years of quarterly data

All positions including Shp Etf Trust held by Money Concepts Capital Corp consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Shp Etf Trust by Money Concepts Capital Corp

Quarter filed Position value Share count Share price at filing
2025-09-30 $530k 10k 52.30
2025-06-30 $516k 10k 50.32
2025-03-31 $483k 10k 47.89
2024-12-31 $360k 7.1k 50.82

More positions owned by Money Concepts Capital Corp

Invesco Exch Traded Fd Tr Ii S&p 500 Momntm (SPMO)
Listed Fds Tr Roundhill Magnif (MAGS)
Ishares Tr Us Sml Cp Value (SVAL)
Invesco Exchange Traded Fd T S&p Mdcp Momntum (XMMO)
Ishares Tr Rus Mdcp Val Etf (IWS)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Apple (AAPL)
Vanguard Whitehall Fds High Div Yld (VYM)
Invesco Exchange Traded Fd T S&p500 Eql Wgt (RSP)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfoli S&p1500 (SPTM)
NVIDIA Corporation (NVDA)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Core Msci Eafe (IEFA)
Select Sector Spdr Tr Technology (XLK)

View all positions for Money Concepts Capital Corp

Top funds holding Shp Etf Trust

LPL Financial
Gradient Investments
Stifel Financial
UBS Group
Mml Investors Services
Royal Bank of Canada
Private Advisor
Howard Capital Management
Merit Financial Group
Second Half Financial Partners
MADDEN SECURITIES Corp
Envestnet Asset Management
Cascade Wealth Advisors
Two Sigma Investments
Cetera Investment Advisers

View all funds holding Shp Etf Trust