MIA
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Milestone Investment Advisors’s Goldman Sachs Innovate Equity ETF GINN Stock Holding History

Milestone Investment Advisors’s Portfolio GINN Stock Details GINN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q2 		– Sell
-361
Closed -$20.3K – 134
2024
Q1 		$20.3K Hold
361
– – 0.01% 109
2023
Q4 		$18.9K Hold
361
– – 0.01% 106
2023
Q3 		$16.9K Hold
361
– – ﹤0.01% 267
2023
Q2 		$17.7K Hold
361
– – 0.01% 98
2023
Q1 		$16.7K Hold
361
– – 0.01% 275
2022
Q4 		$14.7K Buy
+361
New +$14.8K 0.01% 102

Other funds holding GINN

Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
HFA
Highland Financial Advisors Wayne, New Jersey $455M AUM 22.51% 1-Year Est. Return
GIA
Gladstone Institutional Advisory Palm Beach Gardens, Florida $3.16B AUM 29.04% 1-Year Est. Return
HAS
HBW Advisory Services Simi Valley, California $1.11B AUM 25.66% 1-Year Est. Return
SCM
SOL Capital Management Rockville, Maryland $206M AUM 17.87% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
TIA
Traphagen Investment Advisors Oradell, New Jersey $1.4B AUM 19.32% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Milestone Investment Advisors's GINN Position: Q2 2024 in Review

Milestone Investment Advisors sold out of Goldman Sachs Innovate Equity ETF (GINN) in Q2 2024, closing a stake of 361 shares — an estimated $20.3K sold.

Milestone Investment Advisors first reported a position in GINN in Q4 2022 and held it in 6 quarters. The position peaked at $20.3K in Q1 2024. 35 funds tracked by Wall St. Rank hold GINN as of Q2 2024.

  • Milestone Investment Advisors reported no remaining Goldman Sachs Innovate Equity ETF position as of Q2 2024 after selling out during the quarter.
  • Milestone Investment Advisors sold 361 Goldman Sachs Innovate Equity ETF shares in Q2 2024, an estimated $20.3K.
  • Milestone Investment Advisors first reported a position in Goldman Sachs Innovate Equity ETF in Q4 2022 and held it in 6 quarters.
  • Milestone Investment Advisors's Goldman Sachs Innovate Equity ETF position peaked at $20.3K in Q1 2024.
  • 35 funds tracked by Wall St. Rank held Goldman Sachs Innovate Equity ETF as of Q2 2024.

Based on Milestone Investment Advisors's 13F filing for Q2 2024, filed 13 Aug 2024.