Ownership history in COMMONWEALTH EQUITY SERVICES, LLC Β· 29 quarters on record
This page tracks every 13F SEC filing in which COMMONWEALTH EQUITY SERVICES, LLC reported a position in GLOBAL X FDS (MILN). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π COMMONWEALTH EQUITY SERVICES, LLC underperformed the S&P 500 by β1.4% annually on this MILN position. Timing score: 59% (16/27 decisions correct). Average cost basis: $31.86. Maximum drawdown during holding period: β40.7%.
β οΈ Trailed SPY by 1.4% ann. on this position.
28 quarters analyzed
β
Decent timing β more right than wrong on entries and exits.
16 of 27 add/trim decisions correct
Best entry: $19.31 (2018 Q4) Β· Worst: $49.36 (2025 Q3)
πͺ Held through 2 major drawdowns (>20%).
17 adds Β· 11 trims. Bought during 4 of 10 down-price quarters. π More buys than sells across the holding period.
βοΈ Portfolio weight has remained relatively stable β conviction maintained.
Currently 0.0% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size