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

Wealth Management Resources’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 Q2	–	Sell	-10,448	Closed	-$311K	–	42
2023 Q1	$311K	Buy	10,448 +18	+0.2%	+$521	0.19%	40
2022 Q4	$272K	Sell	10,430 -1	-0%	-$27	0.18%	42
2022 Q3	$267K	Hold	10,431	–	–	0.18%	39
2022 Q2	$271K	Hold	10,431	–	–	0.17%	39
2022 Q1	$380K	Sell	10,431 -655	-6%	-$24.2K	0.26%	36
2021 Q4	$472K	Buy	+11,086	New	+$485K	0.3%	35

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

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

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

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

ACS

Archford Capital Strategies Swansea, Illinois $873M AUM 22.36% 1-Year Est. Return

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

Wealth Management Resources's MILN Position: Q2 2023 in Review

Wealth Management Resources sold out of Global X Millennial Consumer ETF (MILN) in Q2 2023, closing a stake of 10,448 shares — an estimated $311K sold.

Wealth Management Resources first reported a position in MILN in Q4 2021 and held it in 6 quarters. The position peaked at $472K in Q4 2021. 36 funds tracked by Wall St. Rank hold MILN as of Q2 2023.

Wealth Management Resources reported no remaining Global X Millennial Consumer ETF position as of Q2 2023 after selling out during the quarter.
Wealth Management Resources sold 10,448 Global X Millennial Consumer ETF shares in Q2 2023, an estimated $311K.
Wealth Management Resources first reported a position in Global X Millennial Consumer ETF in Q4 2021 and held it in 6 quarters.
Wealth Management Resources's Global X Millennial Consumer ETF position peaked at $472K in Q4 2021.
36 funds tracked by Wall St. Rank held Global X Millennial Consumer ETF as of Q2 2023.

Based on Wealth Management Resources's 13F filing for Q2 2023, filed 12 Jul 2023.