FA
MILN

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

Fermata 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
2021
Q3 		– Sell
-19,213
Closed -$832K – 181
2021
Q2 		$832K Buy
19,213
+6,788
+55% +$282K 0.48% 49
2021
Q1 		$498K Buy
+12,425
New +$493K 0.42% 45

Other funds holding MILN

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
GM
GeoWealth Management Chicago, Illinois $2.78B AUM 15.76% 1-Year Est. Return
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
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
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.49% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
PCS
Personal CFO Solutions Chester, New Jersey $712M AUM 25.3% 1-Year Est. Return

Fermata Advisors's MILN Position: Q3 2021 in Review

Fermata Advisors sold out of Global X Millennial Consumer ETF (MILN) in Q3 2021, closing a stake of 19,213 shares — an estimated $832K sold.

Fermata Advisors first reported a position in MILN in Q1 2021 and held it in 2 quarters. The position peaked at $832K in Q2 2021. 57 funds tracked by Wall St. Rank hold MILN as of Q3 2021.

  • Fermata Advisors reported no remaining Global X Millennial Consumer ETF position as of Q3 2021 after selling out during the quarter.
  • Fermata Advisors sold 19,213 Global X Millennial Consumer ETF shares in Q3 2021, an estimated $832K.
  • Fermata Advisors first reported a position in Global X Millennial Consumer ETF in Q1 2021 and held it in 2 quarters.
  • Fermata Advisors's Global X Millennial Consumer ETF position peaked at $832K in Q2 2021.
  • 57 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q3 2021.

Based on Fermata Advisors's 13F filing for Q3 2021, filed 29 Oct 2021.