Secure Asset Management’s Milestone Pharmaceuticals MIST Stock Holding History

Secure Asset Management’s Portfolio MIST Stock Details MIST Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$13.4K	Hold	10,000	–	–	﹤0.01%	332
2026 Q1	$11.9K	Hold	10,000	–	–	﹤0.01%	321
2025 Q4	$20.2K	Hold	10,000	–	–	﹤0.01%	342
2025 Q3	$20.5K	Buy	+10,000	New	+$17.6K	﹤0.01%	306

Other funds holding MIST

SAM

Simplify Asset Management Las Vegas, Nevada $7.19B AUM 6.88% 1-Year Est. Return

VFA

Valeo Financial Advisors Carmel, Indiana $4.74B AUM 27.69% 1-Year Est. Return

BRG

Bay Rivers Group Williamsburg, Virginia $293M AUM 48.17% 1-Year Est. Return

IIA

Integral Investment Advisors Turlock, California $454M AUM 21.42% 1-Year Est. Return

Secure Asset Management's MIST Position: Q2 2026 in Review

Secure Asset Management held its Milestone Pharmaceuticals (MIST) position steady in Q2 2026 at 10,000 shares worth $13.4K. The position accounts for ﹤0.01% of the portfolio, ranked #332.

Secure Asset Management first reported a position in MIST in Q3 2025 and has held it in 4 quarters since. The position peaked at $20.5K in Q3 2025. 5 funds tracked by Wall St. Rank hold MIST as of Q2 2026.

Secure Asset Management held 10,000 shares of Milestone Pharmaceuticals worth $13.4K as of Q2 2026.
Secure Asset Management left its Milestone Pharmaceuticals share count unchanged in Q2 2026.
Milestone Pharmaceuticals made up ﹤0.01% of Secure Asset Management's portfolio in Q2 2026, its #332 holding.
Secure Asset Management first reported a position in Milestone Pharmaceuticals in Q3 2025 and has held it in 4 quarters since.
Secure Asset Management's Milestone Pharmaceuticals position peaked at $20.5K in Q3 2025.
5 funds tracked by Wall St. Rank held Milestone Pharmaceuticals as of Q2 2026.

Based on Secure Asset Management's 13F filing for Q2 2026, filed 15 Jul 2026.