CAPTRUST Financial Advisors
MILN

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

CAPTRUST 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
2022
Q3 		– Sell
-203
Closed -$5K – 3244
2022
Q2 		$5K Hold
203
– – ﹤0.01% 4099
2022
Q1 		$7K Hold
203
– – ﹤0.01% 3975
2021
Q4 		$9K Hold
203
– – ﹤0.01% 3784
2021
Q3 		$9K Hold
203
– – ﹤0.01% 3674
2021
Q2 		$9K Hold
203
– – ﹤0.01% 3599
2021
Q1 		$8K Buy
203
+189
+1,350% +$7.5K ﹤0.01% 3546
2020
Q4 		$1K Buy
+14
New +$481 ﹤0.01% 3277

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

CAPTRUST Financial Advisors's MILN Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of Global X Millennial Consumer ETF (MILN) in Q3 2022, closing a stake of 203 shares — an estimated $5K sold.

CAPTRUST Financial Advisors first reported a position in MILN in Q4 2020 and held it in 7 quarters. The position peaked at $9K in Q4 2021. 41 funds tracked by Wall St. Rank hold MILN as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining Global X Millennial Consumer ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 203 Global X Millennial Consumer ETF shares in Q3 2022, an estimated $5K.
  • CAPTRUST Financial Advisors first reported a position in Global X Millennial Consumer ETF in Q4 2020 and held it in 7 quarters.
  • CAPTRUST Financial Advisors's Global X Millennial Consumer ETF position peaked at $9K in Q4 2021.
  • 41 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.