Milestone Investment Advisors LLC
Net seller this quarter
$463M
11
-$337K
5.2%
Holdings
| Company | Value | % of portfolio | % of company | POSITION CHANGE qoq % | First reported |
|---|---|---|---|---|---|
| Q2 2026 | |||||
 VYM | $12.5M | 2.70% | Not reported | -1.7% | Q4 2022 |
 SPYX | $3.75M | 0.81% | Not reported | -0.2% | Q4 2022 |
 SMMU | $3.33M | 0.72% | Not reported | +0.3% | Q1 2024 |
 SUSA | $2.02M | 0.44% | Not reported | -0.4% | Q4 2022 |
 AIQ | $1.01M | 0.22% | 0.14% | -7.0% | Q2 2023 |
| VOT | $545K | 0.12% | Not reported | -2.7% | Q4 2022 |
 BSVN | $303K | 0.07% | 0.04% | -5.6% | Q4 2022 |
 FNDF | $277K | 0.06% | Not reported | Not reported | Q4 2022 |
| SPY | $129K | 0.03% | Not reported | Not reported | Q4 2022 |
| GLD | $11.8K | 0.00% | 0.00% | Not reported | Q4 2022 |
| IBIT | $3.43K | 0.00% | 0.00% | Not reported | Q4 2025 |
| Q1 2026 | |||||
| VYM | $11.9M | 2.88% | Not reported | +6.7% | Q4 2022 |
| SMMU | $3.32M | 0.80% | Not reported | +50.3% | Q1 2024 |
| SPYX | $3.26M | 0.79% | Not reported | +1.1% | Q4 2022 |
| SUSA | $1.74M | 0.42% | Not reported | +0.3% | Q4 2022 |
| AIQ | $775K | 0.19% | 0.15% | +16.7% | Q2 2023 |
| VOT | $470K | 0.11% | Not reported | Not reported | Q4 2022 |
| BSVN | $323K | 0.08% | 0.04% | +14.1% | Q4 2022 |
| FNDF | $257K | 0.06% | Not reported | -3.0% | Q4 2022 |
| SPY | $113K | 0.03% | Not reported | Not reported | Q4 2022 |
| GLD | $13.8K | 0.00% | 0.00% | Not reported | Q4 2022 |
 ET | $7.72K | 0.00% | 0.00% | New | Q1 2026 |
| IBIT | $3.96K | 0.00% | 0.00% | -45.5% | Q4 2025 |
| Q4 2025 | |||||
| VYM | $10.8M | 2.62% | Not reported | -0.6% | Q4 2022 |
| SPYX | $3.42M | 0.83% | Not reported | -4.9% | Q4 2022 |
| SMMU | $2.21M | 0.53% | Not reported | +13.3% | Q1 2024 |
| SUSA | $1.83M | 0.44% | Not reported | +1.9% | Q4 2022 |
| AIQ | $724K | 0.18% | 0.13% | 0.0% | Q2 2023 |
| VOT | $510K | 0.12% | Not reported | -5.9% | Q4 2022 |
| BSVN | $284K | 0.07% | 0.04% | +6.7% | Q4 2022 |
| FNDF | $245K | 0.06% | Not reported | -4.5% | Q4 2022 |
| SPY | $118K | 0.03% | Not reported | Not reported | Q4 2022 |
 QQQ | $61.4K | 0.01% | Not reported | Not reported | Q2 2024 |
| GLD | $12.7K | 0.00% | 0.00% | Not reported | Q4 2022 |
| IBIT | $9.38K | 0.00% | 0.00% | New | Q4 2025 |
| Q3 2025 | |||||
| VYM | $10.7M | 2.66% | Not reported | Not reported | Q4 2022 |
| SPYX | $3.51M | 0.87% | Not reported | Not reported | Q4 2022 |
| SMMU | $1.95M | 0.49% | Not reported | Not reported | Q1 2024 |
| SUSA | $1.75M | 0.43% | Not reported | Not reported | Q4 2022 |
| AIQ | $703K | 0.17% | 0.13% | Not reported | Q2 2023 |
| VOT | $571K | 0.14% | Not reported | Not reported | Q4 2022 |
| BSVN | $267K | 0.07% | 0.04% | Not reported | Q4 2022 |
| FNDF | $244K | 0.06% | Not reported | Not reported | Q4 2022 |
| SPY | $115K | 0.03% | Not reported | Not reported | Q4 2022 |
| GLD | $11.4K | 0.00% | 0.00% | Not reported | Q4 2022 |