Value | Shares | ↓ Weighting | ||||||
---|---|---|---|---|---|---|---|---|
No holdings reported for quarter Q4 2021 |
Top long-term holdings
Name | Quarters owned | Latest quarter owned | Max weighting |
---|---|---|---|
INVESCO EXCH TRD SLF IDX FD | 4 | Q3 2023 | 47.9% |
SPDR S&P 500 ETF TR | 4 | Q3 2023 | 13.6% |
FIRST TR EXCHANGE-TRADED FD | 4 | Q3 2023 | 11.0% |
PROSHARES TR | 4 | Q3 2023 | 5.8% |
ETF SER SOLUTIONS | 4 | Q3 2023 | 4.3% |
INNOVATOR ETFS TR | 4 | Q3 2023 | 1.9% |
INNOVATOR ETFS TR | 4 | Q3 2023 | 1.5% |
ETF SER SOLUTIONS | 4 | Q3 2023 | 1.0% |
ISHARES TR | 4 | Q3 2023 | 1.1% |
SPDR GOLD TR | 4 | Q3 2023 | 1.9% |
View MILESTONE ASSET MANAGEMENT, LLC's complete holdings history.
Latest filings
Type | Filed |
---|---|
13F-HR | 2024-04-23 |
13F-HR | 2024-01-23 |
13F-HR | 2023-11-13 |
13F-HR | 2023-08-08 |
13F-HR | 2023-05-09 |
13F-HR | 2023-02-06 |
View MILESTONE ASSET MANAGEMENT, LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.