Spire Wealth Management’s Global X Millennial Consumer ETF MILN Stock Holding History

Spire Wealth 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
2024 Q2	–	Sell	-69	Closed	-$2.69K	–	2328
2024 Q1	$2.69K	Hold	69	–	–	﹤0.01%	2039
2023 Q4	$2.43K	Hold	69	–	–	﹤0.01%	2113
2023 Q3	$2.09K	Hold	69	–	–	﹤0.01%	2133
2023 Q2	$2.19K	Hold	69	–	–	﹤0.01%	2183
2023 Q1	$2.04K	Buy	69 +1	+1%	+$29	﹤0.01%	2262
2022 Q4	$2K	Hold	68	–	–	﹤0.01%	2070
2022 Q3	$2K	Hold	68	–	–	﹤0.01%	1969
2022 Q2	$2K	Sell	68 -68	-50%	-$2.07K	﹤0.01%	2376
2022 Q1	$5K	Hold	136	–	–	﹤0.01%	2239
2021 Q4	$6K	Hold	136	–	–	﹤0.01%	2522
2021 Q3	$6K	Buy	136 +24	+21%	+$1.06K	﹤0.01%	2242
2021 Q2	$5K	Sell	112 -1	-0.9%	-$41	﹤0.01%	2315
2021 Q1	$5K	Buy	+113	New	+$4.48K	﹤0.01%	2639

Other funds holding MILN

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

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

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

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

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Spire Wealth Management's MILN Position: Q2 2024 in Review

Spire Wealth Management sold out of Global X Millennial Consumer ETF (MILN) in Q2 2024, closing a stake of 69 shares — an estimated $2.69K sold.

Spire Wealth Management first reported a position in MILN in Q1 2021 and held it in 13 quarters. The position peaked at $6K in Q4 2021. 44 funds tracked by Wall St. Rank hold MILN as of Q2 2024.

Spire Wealth Management reported no remaining Global X Millennial Consumer ETF position as of Q2 2024 after selling out during the quarter.
Spire Wealth Management sold 69 Global X Millennial Consumer ETF shares in Q2 2024, an estimated $2.69K.
Spire Wealth Management first reported a position in Global X Millennial Consumer ETF in Q1 2021 and held it in 13 quarters.
Spire Wealth Management's Global X Millennial Consumer ETF position peaked at $6K in Q4 2021.
44 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q2 2024.

Based on Spire Wealth Management's 13F filing for Q2 2024, filed 31 Jul 2024.