AWM
MILN

Accurate Wealth Management’s Global X Millennial Consumer ETF MILN Stock Holding History

Accurate Wealth Management’s Portfolio MILN Stock Details MILN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		– Sell
-664
Closed -$18.3K – 945
2022
Q4 		$18.3K Buy
+664
New +$17.8K 0.01% 707

Other funds holding MILN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Accurate Wealth Management's MILN Position: Q1 2023 in Review

Accurate Wealth Management sold out of Global X Millennial Consumer ETF (MILN) in Q1 2023, closing a stake of 664 shares — an estimated $18.3K sold.

Accurate Wealth Management first reported a position in MILN in Q4 2022 and held it in 1 quarter. The position peaked at $18.3K in Q4 2022. 45 funds tracked by Wall St. Rank hold MILN as of Q1 2023.

  • Accurate Wealth Management reported no remaining Global X Millennial Consumer ETF position as of Q1 2023 after selling out during the quarter.
  • Accurate Wealth Management sold 664 Global X Millennial Consumer ETF shares in Q1 2023, an estimated $18.3K.
  • Accurate Wealth Management first reported a position in Global X Millennial Consumer ETF in Q4 2022 and held it in 1 quarter.
  • Accurate Wealth Management's Global X Millennial Consumer ETF position peaked at $18.3K in Q4 2022.
  • 45 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q1 2023.

Based on Accurate Wealth Management's 13F filing for Q1 2023, filed 13 Apr 2023.