MCC
WKLY

Money Concepts Capital’s SoFi Weekly Dividend ETF WKLY Stock Holding History

Money Concepts Capital’s Portfolio WKLY Stock Details WKLY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-60
Closed -$2.75K – 3118
2022
Q4 		$2.75K Buy
+60
New +$2.71K ﹤0.01% 2586

Other funds holding WKLY

Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PA
Parallel Advisors San Francisco, California $6.56B AUM 32.24% 1-Year Est. Return
BAM
Belpointe Asset Management Reno, Nevada $3.06B AUM 23.82% 1-Year Est. Return

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

Money Concepts Capital sold out of SoFi Weekly Dividend ETF (WKLY) in Q1 2023, closing a stake of 60 shares — an estimated $2.75K sold.

Money Concepts Capital first reported a position in WKLY in Q4 2022 and held it in 1 quarter. The position peaked at $2.75K in Q4 2022. 4 funds tracked by Wall St. Rank hold WKLY as of Q1 2023.

  • Money Concepts Capital reported no remaining SoFi Weekly Dividend ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 60 SoFi Weekly Dividend ETF shares in Q1 2023, an estimated $2.75K.
  • Money Concepts Capital first reported a position in SoFi Weekly Dividend ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's SoFi Weekly Dividend ETF position peaked at $2.75K in Q4 2022.
  • 4 funds tracked by Wall St. Rank held SoFi Weekly Dividend ETF as of Q1 2023.

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