SFG
MILN

Steward Financial Group’s Global X Millennial Consumer ETF MILN Stock Holding History

Steward Financial Group’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
2023
Q3 		$2K Buy
+71
New +$2.28K ﹤0.01% 1012
2023
Q2 		– Sell
-71
Closed -$2K – 783
2023
Q1 		$2K Buy
+71
New +$2.06K ﹤0.01% 504

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
ACS
Archford Capital Strategies Swansea, Illinois $987M AUM 29.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Steward Financial Group's MILN Position: Q3 2023 in Review

Steward Financial Group opened a new position in Global X Millennial Consumer ETF (MILN) in Q3 2023: 71 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #1012 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in MILN as recently as Q1 2023.

Steward Financial Group first reported a position in MILN in Q1 2023 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold MILN as of Q3 2023.

  • Steward Financial Group held 71 shares of Global X Millennial Consumer ETF worth $2K as of Q3 2023.
  • Global X Millennial Consumer ETF was a new Steward Financial Group position in Q3 2023.
  • Global X Millennial Consumer ETF made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #1012 holding.
  • Steward Financial Group first reported a position in Global X Millennial Consumer ETF in Q1 2023 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.