CoreCap Advisors’s MoneyLion Inc. ML Stock Holding History

CoreCap Advisors’s Portfolio ML Stock Details ML Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-16	Closed	-$1.38K	–	3336
2025 Q1	$1.38K	Buy	+16	New	+$1.39K	﹤0.01%	2455
2024 Q3	–	Sell	-792	Closed	-$58.2K	–	2769
2024 Q2	$58.2K	Buy	+792	New	+$62.2K	0.01%	630

Other funds holding ML

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

CoreCap Advisors's ML Position: Q2 2025 in Review

CoreCap Advisors sold out of MoneyLion Inc. (ML) in Q2 2025, closing a stake of 16 shares — an estimated $1.38K sold.

CoreCap Advisors first reported a position in ML in Q2 2024 and held it in 2 quarters. The position peaked at $58.2K in Q2 2024. 1 fund tracked by Wall St. Rank holds ML as of Q2 2025.

CoreCap Advisors reported no remaining MoneyLion Inc. position as of Q2 2025 after selling out during the quarter.
CoreCap Advisors sold 16 MoneyLion Inc. shares in Q2 2025, an estimated $1.38K.
CoreCap Advisors first reported a position in MoneyLion Inc. in Q2 2024 and held it in 2 quarters.
CoreCap Advisors's MoneyLion Inc. position peaked at $58.2K in Q2 2024.
1 fund tracked by Wall St. Rank held MoneyLion Inc. as of Q2 2025.

Based on CoreCap Advisors's 13F filing for Q2 2025, filed 14 Aug 2025.