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Sound Income Strategies’s Mindful Conservative ETF MFUL Stock Holding History

Sound Income Strategies’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
-2,815
Closed -$60.2K – 1453
2024
Q1 		$60.2K Buy
+2,815
New +$59.1K ﹤0.01% 388

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

Sound Income Strategies's MFUL Position: Q2 2024 in Review

Sound Income Strategies sold out of Mindful Conservative ETF (MFUL) in Q2 2024, closing a stake of 2,815 shares — an estimated $60.2K sold.

Sound Income Strategies first reported a position in MFUL in Q1 2024 and held it in 1 quarter. The position peaked at $60.2K in Q1 2024. 7 funds tracked by Wall St. Rank hold MFUL as of Q2 2024.

  • Sound Income Strategies reported no remaining Mindful Conservative ETF position as of Q2 2024 after selling out during the quarter.
  • Sound Income Strategies sold 2,815 Mindful Conservative ETF shares in Q2 2024, an estimated $60.2K.
  • Sound Income Strategies first reported a position in Mindful Conservative ETF in Q1 2024 and held it in 1 quarter.
  • Sound Income Strategies's Mindful Conservative ETF position peaked at $60.2K in Q1 2024.
  • 7 funds tracked by Wall St. Rank held Mindful Conservative ETF as of Q2 2024.

Based on Sound Income Strategies's 13F filing for Q2 2024, filed 12 Jul 2024.