EverSource Wealth Advisors
MFUL icon

EverSource Wealth Advisors’s Mindful Conservative ETF MFUL Stock Holding History

EverSource Wealth Advisors’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
Q3 		$161K Buy
+7,285
New +$163K 0.01% 1148

Other funds holding MFUL

Mosley Wealth Management
Mosley Wealth Management Anaheim, California $343M AUM 11.16% 1-Year Est. Return

EverSource Wealth Advisors's MFUL Position: Q3 2026 in Review

EverSource Wealth Advisors opened a new position in Mindful Conservative ETF (MFUL) in Q3 2026: 7,285 shares worth $161K. The stake represents 0.01% of the portfolio and ranks #1148 among its holdings.

2 funds tracked by Wall St. Rank hold MFUL as of Q3 2026.

  • EverSource Wealth Advisors held 7,285 shares of Mindful Conservative ETF worth $161K as of Q3 2026.
  • Mindful Conservative ETF was a new EverSource Wealth Advisors position in Q3 2026.
  • Mindful Conservative ETF made up 0.01% of EverSource Wealth Advisors's portfolio in Q3 2026, its #1148 holding.
  • 2 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q3 2026.

Based on EverSource Wealth Advisors's 13F filing for Q3 2026, filed 4 Nov 2026.