ECA
MFUL icon

Elevation Capital Advisory’s Mindful Conservative ETF MFUL Stock Holding History

Elevation Capital 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
Q4 		– Sell
-890,230
Closed -$19.7M – 78
2025
Q3 		$19.7M Sell
890,230
-209,057
-19% -$4.6M 7.87% 1
2025
Q2 		$23.9M Sell
1,099,287
-62,686
-5% -$1.34M 9.57% 1
2025
Q1 		$25.1M Buy
1,161,973
+54,138
+5% +$1.17M 10.95% 1
2024
Q4 		$23.8M Buy
1,107,835
+62,141
+6% +$1.36M 10.21% 2
2024
Q3 		$22.8M Buy
1,045,694
+19,866
+2% +$432K 10.08% 1
2024
Q2 		$22M Buy
+1,025,828
New +$21.8M 10.04% 1

Other funds holding MFUL

AWM
AE Wealth Management Topeka, Kansas $21.5B AUM 26.98% 1-Year Est. Return
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
FA
FSA Advisors Troy, Michigan $152M AUM 16.73% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
RL
Rogco LP Claremore, Oklahoma $327M AUM 19.49% 1-Year Est. Return

Elevation Capital Advisory's MFUL Position: Q4 2025 in Review

Elevation Capital Advisory sold out of Mindful Conservative ETF (MFUL) in Q4 2025, closing a stake of 890,230 shares — an estimated $19.7M sold.

Elevation Capital Advisory first reported a position in MFUL in Q2 2024 and held it in 6 quarters. The position peaked at $25.1M in Q1 2025. 7 funds tracked by Wall St. Rank hold MFUL as of Q4 2025.

  • Elevation Capital Advisory reported no remaining Mindful Conservative ETF position as of Q4 2025 after selling out during the quarter.
  • Elevation Capital Advisory sold 890,230 Mindful Conservative ETF shares in Q4 2025, an estimated $19.7M.
  • Elevation Capital Advisory first reported a position in Mindful Conservative ETF in Q2 2024 and held it in 6 quarters.
  • Elevation Capital Advisory's Mindful Conservative ETF position peaked at $25.1M in Q1 2025.
  • 7 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q4 2025.

Based on Elevation Capital Advisory's 13F filing for Q4 2025, filed 26 Jan 2026.