BFA
MILN

Beaumont Financial Advisors’s Global X Millennial Consumer ETF MILN Stock Holding History

Beaumont Financial Advisors’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
Q1 		– Sell
-168,597
Closed -$6.31M – 354
2020
Q4 		$6.31M Buy
168,597
+35,817
+27% +$1.23M 0.56% 61
2020
Q3 		$4.14M Buy
+132,780
New +$4.01M 0.4% 69

Other funds holding MILN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $4.63B AUM 25.46% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $692M AUM 32% 1-Year Est. Return

Beaumont Financial Advisors's MILN Position: Q1 2021 in Review

Beaumont Financial Advisors sold out of Global X Millennial Consumer ETF (MILN) in Q1 2021, closing a stake of 168,597 shares — an estimated $6.31M sold.

Beaumont Financial Advisors first reported a position in MILN in Q3 2020 and held it in 2 quarters. The position peaked at $6.31M in Q4 2020. 45 funds tracked by Wall St. Rank hold MILN as of Q1 2021.

  • Beaumont Financial Advisors reported no remaining Global X Millennial Consumer ETF position as of Q1 2021 after selling out during the quarter.
  • Beaumont Financial Advisors sold 168,597 Global X Millennial Consumer ETF shares in Q1 2021, an estimated $6.31M.
  • Beaumont Financial Advisors first reported a position in Global X Millennial Consumer ETF in Q3 2020 and held it in 2 quarters.
  • Beaumont Financial Advisors's Global X Millennial Consumer ETF position peaked at $6.31M in Q4 2020.
  • 45 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q1 2021.

Based on Beaumont Financial Advisors's 13F filing for Q1 2021, filed 4 May 2021.