PCS
MILN

Personal CFO Solutions’s Global X Millennial Consumer ETF MILN Stock Holding History

Personal CFO Solutions’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
Q2 		– Sell
-6,285
Closed -$246K – 585
2024
Q1 		$246K Sell
6,285
-2,300
-27% -$84.9K 0.04% 452
2023
Q4 		$304K Sell
8,585
-50
-0.6% -$1.6K 0.05% 372
2023
Q3 		$263K Sell
8,635
-4,000
-32% -$128K 0.05% 357
2023
Q2 		$403K Sell
12,635
-1,500
-11% -$45.2K 0.08% 257
2023
Q1 		$421K Sell
14,135
-573
-4% -$16.6K 0.09% 228
2022
Q4 		$384K Sell
14,708
-375
-2% -$10K 0.08% 234
2022
Q3 		$387K Sell
15,083
-1,776
-11% -$50.8K 0.1% 198
2022
Q2 		$438K Sell
16,859
-15,665
-48% -$476K 0.1% 179
2022
Q1 		$1.19M Sell
32,524
-12,300
-27% -$455K 0.23% 88
2021
Q4 		$1.91M Sell
44,824
-2,533
-5% -$111K 0.36% 51
2021
Q3 		$2.04M Buy
47,357
+1,240
+3% +$54.6K 0.42% 43
2021
Q2 		$2M Buy
46,117
+3,817
+9% +$158K 0.41% 47
2021
Q1 		$1.7M Buy
42,300
+4,417
+12% +$175K 0.37% 55
2020
Q4 		$1.42M Buy
37,883
+26,300
+227% +$904K 0.35% 61
2020
Q3 		$0 Buy
+11,583
New +$350K ﹤0.01% 259
2020
Q1 		– Sell
-10,895
Closed -$282K – 332
2019
Q4 		$282K Buy
10,895
+300
+3% +$7.55K 0.08% 227
2019
Q3 		$263K Buy
+10,595
New +$267K 0.1% 220

Other funds holding MILN

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
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
CW
CreativeOne Wealth Overland Park, Kansas $4.31B AUM 19.42% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
OMC
Old Mission Capital Chicago, Illinois $6.3B AUM 14.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Personal CFO Solutions's MILN Position: Q2 2024 in Review

Personal CFO Solutions sold out of Global X Millennial Consumer ETF (MILN) in Q2 2024, closing a stake of 6,285 shares — an estimated $246K sold.

Personal CFO Solutions first reported a position in MILN in Q3 2019 and held it in 17 quarters. The position peaked at $2.04M in Q3 2021. 44 funds tracked by Wall St. Rank hold MILN as of Q2 2024.

  • Personal CFO Solutions reported no remaining Global X Millennial Consumer ETF position as of Q2 2024 after selling out during the quarter.
  • Personal CFO Solutions sold 6,285 Global X Millennial Consumer ETF shares in Q2 2024, an estimated $246K.
  • Personal CFO Solutions first reported a position in Global X Millennial Consumer ETF in Q3 2019 and held it in 17 quarters.
  • Personal CFO Solutions's Global X Millennial Consumer ETF position peaked at $2.04M in Q3 2021.
  • 44 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q2 2024.

Based on Personal CFO Solutions's 13F filing for Q2 2024, filed 9 Aug 2024.