BW
MILN

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

Bison Wealth’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
2022
Q3 		– Sell
-350
Closed -$9K – 311
2022
Q2 		$9K Sell
350
-100
-22% -$3.04K 0.01% 287
2022
Q1 		$16K Hold
450
– – 0.01% 313
2021
Q4 		$19K Hold
450
– – 0.01% 290
2021
Q3 		$19K Hold
450
– – 0.01% 375
2021
Q2 		$19K Hold
450
– – 0.01% 369
2021
Q1 		$18K Buy
+450
New +$17.8K 0.01% 373

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return

Bison Wealth's MILN Position: Q3 2022 in Review

Bison Wealth sold out of Global X Millennial Consumer ETF (MILN) in Q3 2022, closing a stake of 350 shares — an estimated $9K sold.

Bison Wealth first reported a position in MILN in Q1 2021 and held it in 6 quarters. The position peaked at $19K in Q4 2021. 41 funds tracked by Wall St. Rank hold MILN as of Q3 2022.

  • Bison Wealth reported no remaining Global X Millennial Consumer ETF position as of Q3 2022 after selling out during the quarter.
  • Bison Wealth sold 350 Global X Millennial Consumer ETF shares in Q3 2022, an estimated $9K.
  • Bison Wealth first reported a position in Global X Millennial Consumer ETF in Q1 2021 and held it in 6 quarters.
  • Bison Wealth's Global X Millennial Consumer ETF position peaked at $19K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q3 2022.

Based on Bison Wealth's 13F filing for Q3 2022, filed 14 Nov 2022.