DAS
MILN

Dynamic Advisor Solutions’s Global X Millennial Consumer ETF MILN Stock Holding History

Dynamic Advisor Solutions’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
Q2 		– Sell
-6,112
Closed -$223K – 743
2022
Q1 		$223K Sell
6,112
-1,035
-14% -$38.3K 0.02% 651
2021
Q4 		$304K Sell
7,147
-9,860
-58% -$431K 0.02% 558
2021
Q3 		$731K Buy
17,007
+2,660
+19% +$117K 0.06% 356
2021
Q2 		$621K Buy
14,347
+5,730
+66% +$238K 0.05% 379
2021
Q1 		$346K Sell
8,617
-175
-2% -$6.94K 0.03% 468
2020
Q4 		$329K Buy
8,792
+350
+4% +$12K 0.03% 468
2020
Q3 		$264K Buy
8,442
+355
+4% +$10.7K 0.03% 467
2020
Q2 		$223K Buy
+8,087
New +$199K 0.03% 455
2020
Q1 		– Sell
-10,026
Closed -$260K – 558
2019
Q4 		$260K Sell
10,026
-400
-4% -$10.1K 0.04% 446
2019
Q3 		$259K Buy
10,426
+200
+2% +$5.04K 0.04% 404
2019
Q2 		$253K Buy
+10,226
New +$248K 0.04% 397

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 $949M AUM 19.53% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $77.3B AUM 36.07% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $873M AUM 22.36% 1-Year Est. Return
CAG
Csenge Advisory Group Clearwater, Florida $2.18B AUM 16.73% 1-Year Est. Return