AE Wealth Management’s Mindful Conservative ETF MFUL Stock Holding History

AE Wealth Management’s Portfolio MFUL Stock Details MFUL Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.34M	Sell	104,445 -4,123	-4%	-$91.5K	0.01%	612
2026 Q1	$2.35M	Sell	108,568 -5,243	-5%	-$115K	0.01%	601
2025 Q4	$2.47M	Sell	113,811 -31,445	-22%	-$694K	0.01%	549
2025 Q3	$3.21M	Sell	145,256 -7,999	-5%	-$176K	0.02%	444
2025 Q2	$3.33M	Sell	153,255 -44,189	-22%	-$947K	0.02%	429
2025 Q1	$4.27M	Sell	197,444 -225,534	-53%	-$4.88M	0.04%	370
2024 Q4	$9.09M	Sell	422,978 -51,063	-11%	-$1.12M	0.08%	250
2024 Q3	$10.4M	Sell	474,041 -328,684	-41%	-$7.15M	0.09%	232
2024 Q2	$17.2M	Sell	802,725 -170,149	-17%	-$3.61M	0.17%	140
2024 Q1	$20.8M	Sell	972,874 -577,234	-37%	-$12.1M	0.24%	111
2023 Q4	$32.3M	Sell	1,550,108 -908,937	-37%	-$19.4M	0.17%	129
2023 Q3	$52.2M	Sell	2,459,045 -97,895	-4%	-$2.12M	0.31%	58
2023 Q2	$55.7M	Sell	2,556,940 -493,709	-16%	-$10.7M	0.33%	50
2023 Q1	$65.7M	Sell	3,050,649 -571,996	-16%	-$12.3M	0.42%	35
2022 Q4	$77.9M	Buy	3,622,645 +475,741	+15%	+$10.2M	0.56%	26
2022 Q3	$67.4M	Sell	3,146,904 -549,784	-15%	-$11.8M	0.53%	30
2022 Q2	$79.3M	Buy	+3,696,688	New	+$81.5M	0.63%	28

Other funds holding MFUL

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

FSA Advisors Troy, Michigan $218M AUM 20.87% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

MWM

Mosley Wealth Management Anaheim, California $314M AUM

AE Wealth Management's MFUL Position: Q2 2026 in Review

AE Wealth Management reduced its Mindful Conservative ETF (MFUL) stake by 3.8% in Q2 2026, selling an estimated $91.5K and leaving 104,445 shares worth $2.34M. The position accounts for 0.01% of the portfolio, ranked #612.

AE Wealth Management first reported a position in MFUL in Q2 2022 and has held it in 17 quarters since. The position peaked at $79.3M in Q2 2022. 7 funds tracked by Wall St. Rank hold MFUL as of Q2 2026.

AE Wealth Management held 104,445 shares of Mindful Conservative ETF worth $2.34M as of Q2 2026.
AE Wealth Management sold 4,123 Mindful Conservative ETF shares in Q2 2026, an estimated $91.5K.
Mindful Conservative ETF made up 0.01% of AE Wealth Management's portfolio in Q2 2026, its #612 holding.
AE Wealth Management first reported a position in Mindful Conservative ETF in Q2 2022 and has held it in 17 quarters since.
AE Wealth Management's Mindful Conservative ETF position peaked at $79.3M in Q2 2022.
7 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.