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Foundations Investment Advisors’s Mindful Conservative ETF MFUL Stock Holding History

Foundations Investment 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
2024
Q2 		– Sell
-24,433
Closed -$522K – 780
2024
Q1 		$522K Sell
24,433
-16,559
-40% -$348K 0.01% 457
2023
Q4 		$860K Sell
40,992
-5,198
-11% -$111K 0.02% 335
2023
Q3 		$980K Sell
46,190
-59,658
-56% -$1.29M 0.03% 284
2023
Q2 		$2.3M Buy
105,848
+56,479
+114% +$1.22M 0.08% 179
2023
Q1 		$1.06M Buy
49,369
+27,607
+127% +$594K 0.04% 231
2022
Q4 		$468K Sell
21,762
-927,687
-98% -$19.9M 0.02% 287
2022
Q3 		$20.3M Buy
+949,449
New +$20.3M 0.89% 18

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
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
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Foundations Investment Advisors's MFUL Position: Q2 2024 in Review

Foundations Investment Advisors sold out of Mindful Conservative ETF (MFUL) in Q2 2024, closing a stake of 24,433 shares — an estimated $522K sold.

Foundations Investment Advisors first reported a position in MFUL in Q3 2022 and held it in 7 quarters. The position peaked at $20.3M in Q3 2022. 7 funds tracked by Wall St. Rank hold MFUL as of Q2 2024.

  • Foundations Investment Advisors reported no remaining Mindful Conservative ETF position as of Q2 2024 after selling out during the quarter.
  • Foundations Investment Advisors sold 24,433 Mindful Conservative ETF shares in Q2 2024, an estimated $522K.
  • Foundations Investment Advisors first reported a position in Mindful Conservative ETF in Q3 2022 and held it in 7 quarters.
  • Foundations Investment Advisors's Mindful Conservative ETF position peaked at $20.3M in Q3 2022.
  • 7 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q2 2024.

Based on Foundations Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.