MCC
SNLN

Money Concepts Capital’s Highland/iBoxx Senior Loan ETF SNLN Stock Holding History

Money Concepts Capital’s Portfolio SNLN Stock Details SNLN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-770
Closed -$11.2K – 3161
2022
Q4 		$11.2K Buy
+770
New +$11.3K ﹤0.01% 1958
2022
Q2 		– Sell
-955
Closed -$15K – 2757
2022
Q1 		$15K Buy
+955
New +$15K ﹤0.01% 1756

Other funds holding SNLN

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CWM
Congress Wealth Management Boston, Massachusetts $10.3B AUM 16.85% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Adams Wealth Management Logan, Utah $522M AUM 38.58% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return
FAIM
Financial Advocates Investment Management Olympia, Washington $178M AUM 21.03% 1-Year Est. Return

Money Concepts Capital's SNLN Position: Q1 2023 in Review

Money Concepts Capital sold out of Highland/iBoxx Senior Loan ETF (SNLN) in Q1 2023, closing a stake of 770 shares — an estimated $11.2K sold.

Money Concepts Capital first reported a position in SNLN in Q1 2022 and held it in 2 quarters. The position peaked at $15K in Q1 2022. 24 funds tracked by Wall St. Rank hold SNLN as of Q1 2023.

  • Money Concepts Capital reported no remaining Highland/iBoxx Senior Loan ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 770 Highland/iBoxx Senior Loan ETF shares in Q1 2023, an estimated $11.2K.
  • Money Concepts Capital first reported a position in Highland/iBoxx Senior Loan ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's Highland/iBoxx Senior Loan ETF position peaked at $15K in Q1 2022.
  • 24 funds tracked by Wall St. Rank held Highland/iBoxx Senior Loan ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.