Bank of Montreal
MILN

Bank of Montreal’s Global X Millennial Consumer ETF MILN Stock Holding History

Bank of Montreal’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
Q2 		– Sell
-685
Closed -$20.5K – 4177
2023
Q1 		$20.5K Sell
685
-3,290
-83% -$95.3K ﹤0.01% 3529
2022
Q4 		$111K Sell
3,975
-8,168
-67% -$219K ﹤0.01% 3336
2022
Q3 		$343 Buy
12,143
+10,343
+575% +$296K ﹤0.01% 2846
2022
Q2 		$50 Buy
1,800
+150
+9% +$4.56K ﹤0.01% 3626
2022
Q1 		$62K Hold
1,650
– – ﹤0.01% 3752
2021
Q4 		$71K Buy
1,650
+330
+25% +$14.4K ﹤0.01% 3180
2021
Q3 		$59K Hold
1,320
– – ﹤0.01% 3533
2021
Q2 		$57K Buy
+1,320
New +$54.8K ﹤0.01% 3407

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Bank of Montreal's MILN Position: Q2 2023 in Review

Bank of Montreal sold out of Global X Millennial Consumer ETF (MILN) in Q2 2023, closing a stake of 685 shares — an estimated $20.5K sold.

Bank of Montreal first reported a position in MILN in Q2 2021 and held it in 8 quarters. The position peaked at $111K in Q4 2022. 36 funds tracked by Wall St. Rank hold MILN as of Q2 2023.

  • Bank of Montreal reported no remaining Global X Millennial Consumer ETF position as of Q2 2023 after selling out during the quarter.
  • Bank of Montreal sold 685 Global X Millennial Consumer ETF shares in Q2 2023, an estimated $20.5K.
  • Bank of Montreal first reported a position in Global X Millennial Consumer ETF in Q2 2021 and held it in 8 quarters.
  • Bank of Montreal's Global X Millennial Consumer ETF position peaked at $111K in Q4 2022.
  • 36 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q2 2023.

Based on Bank of Montreal's 13F filing for Q2 2023, filed 2 Aug 2023.