AC
MILN

Apella Capital’s Global X Millennial Consumer ETF MILN Stock Holding History

Apella Capital’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
2021
Q3 		– Sell
-12,707
Closed -$550K – 210
2021
Q2 		$550K Buy
+12,707
New +$527K 0.09% 131

Other funds holding MILN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Apella Capital's MILN Position: Q3 2021 in Review

Apella Capital sold out of Global X Millennial Consumer ETF (MILN) in Q3 2021, closing a stake of 12,707 shares — an estimated $550K sold.

Apella Capital first reported a position in MILN in Q2 2021 and held it in 1 quarter. The position peaked at $550K in Q2 2021. 57 funds tracked by Wall St. Rank hold MILN as of Q3 2021.

  • Apella Capital reported no remaining Global X Millennial Consumer ETF position as of Q3 2021 after selling out during the quarter.
  • Apella Capital sold 12,707 Global X Millennial Consumer ETF shares in Q3 2021, an estimated $550K.
  • Apella Capital first reported a position in Global X Millennial Consumer ETF in Q2 2021 and held it in 1 quarter.
  • Apella Capital's Global X Millennial Consumer ETF position peaked at $550K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q3 2021.

Based on Apella Capital's 13F filing for Q3 2021, filed 12 Oct 2021.