MONEY CONCEPTS CAPITAL CORP EASY β€” TWO RDS SHARED TR

Ownership history in MONEY CONCEPTS CAPITAL CORP  Β·  1 quarter on record

AI Ownership Summary

MONEY CONCEPTS CAPITAL CORP reported TWO RDS SHARED TR (EASY) in 1 quarterly 13F filing from 2025 Q4 through 2025 Q4. Peak portfolio weight reached 0.03% in 2025 Q4. The latest visible filing shows EASY at 0.03% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this EASY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was MONEY CONCEPTS CAPITAL CORP's position in TWO RDS SHARED TR, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EASY was reported at 0.03% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.03% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2025 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How MONEY CONCEPTS CAPITAL CORP held EASY β€” position size vs. price
% of Fund (quarterly)    EASY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 1 quarter  β–Ύ
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 INITIATED β€” β€” β€” 18,708 β€” β€” 0.03% $475K 2026-02-14 (Est.) $27.55

FAQ About MONEY CONCEPTS CAPITAL CORP and EASY

These are the practical questions this page is built to answer before you even open the full history table.

How long has MONEY CONCEPTS CAPITAL CORP reported owning EASY?

MONEY CONCEPTS CAPITAL CORP reported EASY across 1 quarterly 13F filings, from 2025 Q4 through 2025 Q4.

What was the largest reported EASY position in MONEY CONCEPTS CAPITAL CORP's portfolio?

The largest reported portfolio weight for EASY was 0.03% in 2025 Q4.

What is the latest reported EASY position on this page?

The most recent filing on this page is 2025 Q4, when MONEY CONCEPTS CAPITAL CORP reported 18,708 shares, equal to 0.03% of portfolio, with an estimated market value of $475K.

What does the chart on this EASY ownership page compare?

The chart compares MONEY CONCEPTS CAPITAL CORP's quarterly EASY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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