OAM
MILN

Occidental Asset Management’s Global X Millennial Consumer ETF MILN Stock Holding History

Occidental Asset Management’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
2020
Q3 		– Sell
-30,882
Closed -$853K – 150
2020
Q2 		$853K Sell
30,882
-2,822
-8% -$69.4K 0.38% 71
2020
Q1 		$674K Buy
+33,704
New +$832K 0.34% 79

Other funds holding MILN

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 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 $4.63B AUM 25.46% 1-Year Est. Return
GSWM
Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Occidental Asset Management's MILN Position: Q3 2020 in Review

Occidental Asset Management sold out of Global X Millennial Consumer ETF (MILN) in Q3 2020, closing a stake of 30,882 shares — an estimated $853K sold.

Occidental Asset Management first reported a position in MILN in Q1 2020 and held it in 2 quarters. The position peaked at $853K in Q2 2020. 29 funds tracked by Wall St. Rank hold MILN as of Q3 2020.

  • Occidental Asset Management reported no remaining Global X Millennial Consumer ETF position as of Q3 2020 after selling out during the quarter.
  • Occidental Asset Management sold 30,882 Global X Millennial Consumer ETF shares in Q3 2020, an estimated $853K.
  • Occidental Asset Management first reported a position in Global X Millennial Consumer ETF in Q1 2020 and held it in 2 quarters.
  • Occidental Asset Management's Global X Millennial Consumer ETF position peaked at $853K in Q2 2020.
  • 29 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q3 2020.

Based on Occidental Asset Management's 13F filing for Q3 2020, filed 10 Nov 2020.