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Oxford Wealth Group’s Mindful Conservative ETF MFUL Stock Holding History

Oxford Wealth Group’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
-15,545
Closed -$332K – 70
2024
Q1 		$332K Buy
+15,545
New +$326K 0.3% 45

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

Oxford Wealth Group's MFUL Position: Q2 2024 in Review

Oxford Wealth Group sold out of Mindful Conservative ETF (MFUL) in Q2 2024, closing a stake of 15,545 shares — an estimated $332K sold.

Oxford Wealth Group first reported a position in MFUL in Q1 2024 and held it in 1 quarter. The position peaked at $332K in Q1 2024. 7 funds tracked by Wall St. Rank hold MFUL as of Q2 2024.

  • Oxford Wealth Group reported no remaining Mindful Conservative ETF position as of Q2 2024 after selling out during the quarter.
  • Oxford Wealth Group sold 15,545 Mindful Conservative ETF shares in Q2 2024, an estimated $332K.
  • Oxford Wealth Group first reported a position in Mindful Conservative ETF in Q1 2024 and held it in 1 quarter.
  • Oxford Wealth Group's Mindful Conservative ETF position peaked at $332K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q2 2024.

Based on Oxford Wealth Group's 13F filing for Q2 2024, filed 12 Aug 2024.