BAM
MILN

Belpointe Asset Management’s Global X Millennial Consumer ETF MILN Stock Holding History

Belpointe Asset 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
Q2 		– Sell
-259
Closed -$7.71K – 2234
2023
Q1 		$7.71K Hold
259
– – ﹤0.01% 2847
2022
Q4 		$6.76K Buy
+259
New +$6.94K ﹤0.01% 2809

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 $71.6B AUM 21.08% 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

Belpointe Asset Management's MILN Position: Q2 2023 in Review

Belpointe Asset Management sold out of Global X Millennial Consumer ETF (MILN) in Q2 2023, closing a stake of 259 shares — an estimated $7.71K sold.

Belpointe Asset Management first reported a position in MILN in Q4 2022 and held it in 2 quarters. The position peaked at $7.71K in Q1 2023. 36 funds tracked by Wall St. Rank hold MILN as of Q2 2023.

  • Belpointe Asset Management reported no remaining Global X Millennial Consumer ETF position as of Q2 2023 after selling out during the quarter.
  • Belpointe Asset Management sold 259 Global X Millennial Consumer ETF shares in Q2 2023, an estimated $7.71K.
  • Belpointe Asset Management first reported a position in Global X Millennial Consumer ETF in Q4 2022 and held it in 2 quarters.
  • Belpointe Asset Management's Global X Millennial Consumer ETF position peaked at $7.71K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q2 2023.

Based on Belpointe Asset Management's 13F filing for Q2 2023, filed 15 Aug 2023.