WMA
MILN

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

Wealth Management Associates’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
Q1 		– Sell
-13,425
Closed -$348K – 141
2019
Q4 		$348K Buy
13,425
+76
+0.6% +$1.91K 0.25% 91
2019
Q3 		$331K Hold
13,349
– – 0.27% 87
2019
Q2 		$330K Buy
+13,349
New +$324K 0.33% 62

Other funds holding MILN

Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Daiwa Securities Group
Daiwa Securities Group Tokyo, Japan $34.8B AUM 20.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
OAM
Occidental Asset Management Burlingame, California $844M AUM 20.95% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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

Wealth Management Associates's MILN Position: Q1 2020 in Review

Wealth Management Associates sold out of Global X Millennial Consumer ETF (MILN) in Q1 2020, closing a stake of 13,425 shares — an estimated $348K sold.

Wealth Management Associates first reported a position in MILN in Q2 2019 and held it in 3 quarters. The position peaked at $348K in Q4 2019. 22 funds tracked by Wall St. Rank hold MILN as of Q1 2020.

  • Wealth Management Associates reported no remaining Global X Millennial Consumer ETF position as of Q1 2020 after selling out during the quarter.
  • Wealth Management Associates sold 13,425 Global X Millennial Consumer ETF shares in Q1 2020, an estimated $348K.
  • Wealth Management Associates first reported a position in Global X Millennial Consumer ETF in Q2 2019 and held it in 3 quarters.
  • Wealth Management Associates's Global X Millennial Consumer ETF position peaked at $348K in Q4 2019.
  • 22 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q1 2020.

Based on Wealth Management Associates's 13F filing for Q1 2020, filed 28 May 2025.