Number of Shares
462,667.00
Current Holdings Value*
$52.63 Mil
% of Portfolio
3.94%
Total Estimate Gain
$9.40 Mil
% of Total Estimate Gain
8.83%

MONEY CONCEPTS CAPITAL CORP's Invesco S&P MidCap Momentum ETF Holding Summary

As of 2025-03-31, MONEY CONCEPTS CAPITAL CORP held 462,667.00 shares of Invesco S&P MidCap Momentum ETF(XMMO), totaling $52.63 Mil. This investment constitutes 3.94% of their stock portfolio, and MONEY CONCEPTS CAPITAL CORP now holds 1.55% of the outstanding Invesco S&P MidCap Momentum ETF(XMMO) stock.

The initial trade took place in 2020Q4. And since then MONEY CONCEPTS CAPITAL CORP has made 6 purchases of XMMO, at an average price of $106.76, for a total of 996,816.00 shares. In addition, there have been 4 sales at an average price of $104.17 for 534,149.00 shares. Based on historical transaction data and XMMO's current price of $130.08, MONEY CONCEPTS CAPITAL CORP's estimated gain on his XMMO holdings is $9.40 Mil, reflecting a 8.83% gain to date.

MONEY CONCEPTS CAPITAL CORP XMMO ($130.08) Holding Chart

MONEY CONCEPTS CAPITAL CORP XMMO ($130.08) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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