Capital Investment Advisory Services’s Global X Millennial Consumer ETF MILN Stock Holding History

Capital Investment Advisory Services’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
2024 Q4	–	Sell	-279	Closed	-$11.7K	–	979
2024 Q3	$11.7K	Hold	279	–	–	﹤0.01%	845
2024 Q2	$10.7K	Sell	279 -789	-74%	-$30.1K	﹤0.01%	827
2024 Q1	$41.8K	Sell	1,068 -181	-14%	-$6.68K	﹤0.01%	677
2023 Q4	$44.3K	Sell	1,249 -70	-5%	-$2.24K	﹤0.01%	683
2023 Q3	$40.1K	Hold	1,319	–	–	﹤0.01%	654
2023 Q2	$42K	Hold	1,319	–	–	﹤0.01%	623
2023 Q1	$39.2K	Sell	1,319 -275	-17%	-$7.96K	﹤0.01%	619
2022 Q4	$41.6K	Hold	1,594	–	–	﹤0.01%	629
2022 Q3	$41K	Hold	1,594	–	–	0.01%	586
2022 Q2	$41K	Hold	1,594	–	–	0.01%	612
2022 Q1	$58K	Sell	1,594 -24	-1%	-$887	0.01%	612
2021 Q4	$69K	Buy	1,618 +24	+2%	+$1.05K	0.01%	574
2021 Q3	$68K	Hold	1,594	–	–	0.01%	542
2021 Q2	$69K	Hold	1,594	–	–	0.01%	557
2021 Q1	$64K	Buy	1,594 +901	+130%	+$35.7K	0.01%	519
2020 Q4	$26K	Buy	693 +84	+14%	+$2.89K	﹤0.01%	558
2020 Q3	$19K	Buy	+609	New	+$18.4K	﹤0.01%	514

Other funds holding MILN

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Capital Investment Advisory Services's MILN Position: Q4 2024 in Review

Capital Investment Advisory Services sold out of Global X Millennial Consumer ETF (MILN) in Q4 2024, closing a stake of 279 shares — an estimated $11.7K sold.

Capital Investment Advisory Services first reported a position in MILN in Q3 2020 and held it in 17 quarters. The position peaked at $69K in Q4 2021. 42 funds tracked by Wall St. Rank hold MILN as of Q4 2024.

Capital Investment Advisory Services reported no remaining Global X Millennial Consumer ETF position as of Q4 2024 after selling out during the quarter.
Capital Investment Advisory Services sold 279 Global X Millennial Consumer ETF shares in Q4 2024, an estimated $11.7K.
Capital Investment Advisory Services first reported a position in Global X Millennial Consumer ETF in Q3 2020 and held it in 17 quarters.
Capital Investment Advisory Services's Global X Millennial Consumer ETF position peaked at $69K in Q4 2021.
42 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q4 2024.

Based on Capital Investment Advisory Services's 13F filing for Q4 2024, filed 23 Jan 2025.