Number of Shares
798,446.00
Current Holdings Value*
$73.88 Mil
% of Portfolio
5.53%
Total Estimate Gain
$20.17 Mil
% of Total Estimate Gain
27.97%

MONEY CONCEPTS CAPITAL CORP's Invesco S&P 500 Momentum ETF Holding Summary

As of 2025-03-31, MONEY CONCEPTS CAPITAL CORP held 798,446.00 shares of Invesco S&P 500 Momentum ETF(SPMO), totaling $73.88 Mil. This investment constitutes 5.53% of their stock portfolio, and MONEY CONCEPTS CAPITAL CORP now holds 1.38% of the outstanding Invesco S&P 500 Momentum ETF(SPMO) stock.

The initial trade took place in 2021Q4. And since then MONEY CONCEPTS CAPITAL CORP has made 7 purchases of SPMO, at an average price of $88.55, for a total of 814,340.00 shares. In addition, there have been 4 sales at an average price of $69.14 for 15,894.00 shares. Based on historical transaction data and SPMO's current price of $114.20, MONEY CONCEPTS CAPITAL CORP's estimated gain on his SPMO holdings is $20.17 Mil, reflecting a 27.97% gain to date.

MONEY CONCEPTS CAPITAL CORP SPMO ($114.20) Holding Chart

MONEY CONCEPTS CAPITAL CORP SPMO ($114.20) 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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