HGERS
MILN

Householder Group Estate & Retirement Specialist’s Global X Millennial Consumer ETF MILN Stock Holding History

Householder Group Estate & Retirement Specialist’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 		$62K Sell
1,383
-4
-0.3% -$179 0.05% 194
2024
Q3 		$58K Buy
1,387
+11
+0.8% +$430 0.02% 457
2024
Q2 		$52K Buy
1,376
+260
+23% +$9.91K 0.01% 465
2024
Q1 		$43.7K Hold
1,116
– – 0.01% 497
2023
Q4 		$39K Hold
1,116
– – 0.01% 508
2023
Q3 		$33.9K Buy
+1,116
New +$35.8K 0.01% 528
2023
Q1 		$53K Buy
+1,765
New +$51.1K 0.02% 436
2022
Q4 		– Sell
-1,771
Closed -$45K – 799
2022
Q3 		$45K Buy
+1,771
New +$50.7K 0.02% 417

Other funds holding MILN

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
NW
NewEdge Wealth Pittsburgh, Pennsylvania $8.39B AUM 24.47% 1-Year Est. Return
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's MILN Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist reduced its Global X Millennial Consumer ETF (MILN) stake by 0.29% in Q4 2024, selling an estimated $179 and leaving 1,383 shares worth $62K. The position accounts for 0.05% of the portfolio, ranked #194.

Householder Group Estate & Retirement Specialist first reported a position in MILN in Q3 2022 and has held it in 8 quarters since. 42 funds tracked by Wall St. Rank hold MILN as of Q4 2024.

  • Householder Group Estate & Retirement Specialist held 1,383 shares of Global X Millennial Consumer ETF worth $62K as of Q4 2024.
  • Householder Group Estate & Retirement Specialist sold 4 Global X Millennial Consumer ETF shares in Q4 2024, an estimated $179.
  • Global X Millennial Consumer ETF made up 0.05% of Householder Group Estate & Retirement Specialist's portfolio in Q4 2024, its #194 holding.
  • Householder Group Estate & Retirement Specialist first reported a position in Global X Millennial Consumer ETF in Q3 2022 and has held it in 8 quarters since.
  • 42 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.