Patriot Financial Group Insurance Agency’s Global X Millennial Consumer ETF MILN Stock Holding History

Patriot Financial Group Insurance Agency’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	-20	Closed	-$1K	–	1776
2020 Q2	$1K	Hold	20	–	–	﹤0.01%	1540
2020 Q1	$0	Hold	20	–	–	﹤0.01%	1669
2019 Q4	$1K	Hold	20	–	–	﹤0.01%	1220
2019 Q3	$0	Hold	20	–	–	﹤0.01%	1406
2019 Q2	$1K	Buy	+20	New	+$486	﹤0.01%	1279

Other funds holding MILN

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return

GSWM

Golden State Wealth Management Santa Ana, California $1.1B AUM 27.5% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SWP

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Patriot Financial Group Insurance Agency's MILN Position: Q3 2020 in Review

Patriot Financial Group Insurance Agency sold out of Global X Millennial Consumer ETF (MILN) in Q3 2020, closing a stake of 20 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in MILN in Q2 2019 and held it in 5 quarters. The position peaked at $1K in Q2 2020. 29 funds tracked by Wall St. Rank hold MILN as of Q3 2020.

Patriot Financial Group Insurance Agency reported no remaining Global X Millennial Consumer ETF position as of Q3 2020 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 20 Global X Millennial Consumer ETF shares in Q3 2020, an estimated $1K.
Patriot Financial Group Insurance Agency first reported a position in Global X Millennial Consumer ETF in Q2 2019 and held it in 5 quarters.
Patriot Financial Group Insurance Agency's Global X Millennial Consumer ETF position peaked at $1K in Q2 2020.
29 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q3 2020.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q3 2020, filed 21 Oct 2020.