AE Wealth Management’s Mindful Conservative ETF MFUL Stock Holding History
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
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. 2 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.
- 2 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.