Bank of Montreal
MFUL icon

Bank of Montreal’s Mindful Conservative ETF MFUL Stock Holding History

Bank of Montreal’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
2024
Q4 		– Sell
-10,092
Closed -$221K – 3789
2024
Q3 		$221K Buy
+10,092
New +$220K ﹤0.01% 2982

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
AWA
Authentikos Wealth Advisory Morgan Hill, California $148M AUM 9.86% 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

Bank of Montreal's MFUL Position: Q4 2024 in Review

Bank of Montreal sold out of Mindful Conservative ETF (MFUL) in Q4 2024, closing a stake of 10,092 shares — an estimated $221K sold.

Bank of Montreal first reported a position in MFUL in Q3 2024 and held it in 1 quarter. The position peaked at $221K in Q3 2024. 6 funds tracked by Wall St. Rank hold MFUL as of Q4 2024.

  • Bank of Montreal reported no remaining Mindful Conservative ETF position as of Q4 2024 after selling out during the quarter.
  • Bank of Montreal sold 10,092 Mindful Conservative ETF shares in Q4 2024, an estimated $221K.
  • Bank of Montreal first reported a position in Mindful Conservative ETF in Q3 2024 and held it in 1 quarter.
  • Bank of Montreal's Mindful Conservative ETF position peaked at $221K in Q3 2024.
  • 6 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q4 2024.

Based on Bank of Montreal's 13F filing for Q4 2024, filed 13 Feb 2025.