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GeoWealth Management’s Mindful Conservative ETF MFUL Stock Holding History

GeoWealth Management’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
2022
Q4 		– Sell
-94,405
Closed -$2.02M – 381
2022
Q3 		$2.02M Buy
94,405
+58,938
+166% +$1.26M 0.22% 83
2022
Q2 		$760K Buy
+35,467
New +$782K 0.1% 123

Other funds holding MFUL

AWM
AE Wealth Management Topeka, Kansas $18.5B AUM 19.51% 1-Year Est. Return
FIA
Foundations Investment Advisors Phoenix, Arizona $8.07B AUM 24.97% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
VF
VitalStone Financial Shavano Park, Texas $147M AUM 27.84% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

GeoWealth Management's MFUL Position: Q4 2022 in Review

GeoWealth Management sold out of Mindful Conservative ETF (MFUL) in Q4 2022, closing a stake of 94,405 shares — an estimated $2.02M sold.

GeoWealth Management first reported a position in MFUL in Q2 2022 and held it in 2 quarters. The position peaked at $2.02M in Q3 2022. 5 funds tracked by Wall St. Rank hold MFUL as of Q4 2022.

  • GeoWealth Management reported no remaining Mindful Conservative ETF position as of Q4 2022 after selling out during the quarter.
  • GeoWealth Management sold 94,405 Mindful Conservative ETF shares in Q4 2022, an estimated $2.02M.
  • GeoWealth Management first reported a position in Mindful Conservative ETF in Q2 2022 and held it in 2 quarters.
  • GeoWealth Management's Mindful Conservative ETF position peaked at $2.02M in Q3 2022.
  • 5 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q4 2022.

Based on GeoWealth Management's 13F filing for Q4 2022, filed 13 Feb 2023.