MILN β€” GLOBAL X MILLENNIALS THEMATIC ETF

Ownership history in CREATIVE FINANCIAL DESIGNS INC /ADV  Β·  23 quarters on record

AI Ownership Summary

CREATIVE FINANCIAL DESIGNS INC /ADV reported GLOBAL X MILLENNIALS THEMATIC ETF (MILN) in 23 quarterly 13F filings from 2023 Q4 through 2026 Q1. Peak portfolio weight reached 0.02% in 2024 Q3. The latest visible filing shows MILN at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this MILN ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CREATIVE FINANCIAL DESIGNS INC /ADV's position in GLOBAL X MILLENNIALS THEMATIC ETF, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

MILN was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.02% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

MILN stock page CREATIVE FINANCIAL DESIGNS INC /ADV fund profile CREATIVE FINANCIAL DESIGNS INC /ADV full holdings
How CREATIVE FINANCIAL DESIGNS INC /ADV held MILN β€” position size vs. price
% of Fund (quarterly)    MILN price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
πŸ“‹ Quarterly Holdings History 10 quarters  β–Ύ
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED 753 β€” 0% 0.00% $31K 2026-04-13 $42.94
2025 Q4 REDUCED 753 -66 -8.1% 0.00% $35K 2026-02-06 $44.24
2025 Q3 REDUCED 819 -2,566 -75.8% 0.00% $41K 2025-11-14 (Est.) $45.81
2025 Q2 REDUCED 3,385 -1,315 -28.0% 0.01% $165K 2025-08-04 $48.26
2025 Q1 REDUCED 4,700 -857 -15.4% 0.02% $203K 2025-04-23 $41.92
2024 Q4 REDUCED 5,557 -371 -6.3% 0.02% $250K 2025-02-10 $48.56
2024 Q3 ADDED 5,928 +50 +0.9% 0.02% $249K 2024-10-28 $42.78
2024 Q2 ADDED 5,878 +323 +5.8% 0.02% $226K 2024-08-06 $36.48
2024 Q1 ADDED 5,555 +167 +3.1% 0.02% $217K 2024-05-01 $36.86
2023 Q4 REDUCED 5,388 -129 -2.3% 0.02% $191K 2024-01-10 $34.84
13 older quarters hidden  β€”  Sign in free or upgrade to Premium to see full history

🏒 Other funds also holding MILN

As of 2026 Q1 β€” sorted by position size

NORTHBRIDGE FINANCIAL GROUP, LLC 0.14% DHJJ Financial Advisors, Ltd. 3Y 0.0%

FAQ About CREATIVE FINANCIAL DESIGNS INC /ADV and MILN

These are the practical questions this page is built to answer before you even open the full history table.

How long has CREATIVE FINANCIAL DESIGNS INC /ADV reported owning MILN?

CREATIVE FINANCIAL DESIGNS INC /ADV reported MILN across 10 quarterly 13F filings, from 2023 Q4 through 2026 Q1.

What was the largest reported MILN position in CREATIVE FINANCIAL DESIGNS INC /ADV's portfolio?

The largest reported portfolio weight for MILN was 0.02% in 2024 Q3.

What is the latest reported MILN position on this page?

The most recent filing on this page is 2026 Q1, when CREATIVE FINANCIAL DESIGNS INC /ADV reported 753 shares, equal to 0.00% of portfolio, with an estimated market value of $31K.

What does the chart on this MILN ownership page compare?

The chart compares CREATIVE FINANCIAL DESIGNS INC /ADV's quarterly MILN portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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