AWA
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Authentikos Wealth Advisory’s Mindful Conservative ETF MFUL Stock Holding History

Authentikos Wealth Advisory’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
2025
Q1 		– Sell
-253,643
Closed -$5.45M – 90
2024
Q4 		$5.45M Sell
253,643
-6,173
-2% -$135K 5.39% 4
2024
Q3 		$5.67M Buy
+259,816
New +$5.65M 5.46% 3
2024
Q2 		– Sell
-263,727
Closed -$5.64M – 58
2024
Q1 		$5.64M Sell
263,727
-7,500
-3% -$157K 5.66% 4
2023
Q4 		$5.68M Sell
271,227
-5,713
-2% -$122K 6.02% 4
2023
Q3 		$5.88M Sell
276,940
-26,410
-9% -$571K 5.67% 3
2023
Q2 		$6.6M Sell
303,350
-14,469
-5% -$313K 6.23% 3
2023
Q1 		$6.83M Buy
+317,819
New +$6.84M 6.91% 4

Other funds holding MFUL

ECA
Elevation Capital Advisory Bend, Oregon $259M AUM 22.91% 1-Year Est. Return
AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Authentikos Wealth Advisory's MFUL Position: Q1 2025 in Review

Authentikos Wealth Advisory sold out of Mindful Conservative ETF (MFUL) in Q1 2025, closing a stake of 253,643 shares — an estimated $5.45M sold.

Authentikos Wealth Advisory first reported a position in MFUL in Q1 2023 and held it in 7 quarters. The position peaked at $6.83M in Q1 2023. 6 funds tracked by Wall St. Rank hold MFUL as of Q1 2025.

  • Authentikos Wealth Advisory reported no remaining Mindful Conservative ETF position as of Q1 2025 after selling out during the quarter.
  • Authentikos Wealth Advisory sold 253,643 Mindful Conservative ETF shares in Q1 2025, an estimated $5.45M.
  • Authentikos Wealth Advisory first reported a position in Mindful Conservative ETF in Q1 2023 and held it in 7 quarters.
  • Authentikos Wealth Advisory's Mindful Conservative ETF position peaked at $6.83M in Q1 2023.
  • 6 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q1 2025.

Based on Authentikos Wealth Advisory's 13F filing for Q1 2025, filed 17 Apr 2025.