Milestones Private Investment Advisors LLC historic quarter change: USA ETF, Sold out
In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), over 4 quarters from 2025-06-30 to 2026-06-30, Milestones Private Investment Advisors LLC opened 25 positions, added to 110, reduced 85 and sold out of 49.
- Q2 2026: Stock XLE; Country of operation —; Class STATE STREET ENE; Shares before 72,276.
- Q2 2026: Stock GARP; Country of operation —; Class MSCI USA QUALITY; Shares before 60,571.
- Q2 2026: Stock XLK; Country of operation —; Class STATE STREET TEC; Shares before 28,499.
- Q2 2026: Stock FXG; Country of operation —; Class CONSUMR STAPLE; Shares before 58,095.
Each consecutive pair of Form 13F-HR filings compared (SEC CIK 1726041), 4 quarters: Q2 2026 (2026-03-31 to 2026-06-30, filed 2026-07-24); Q1 2026 (2025-12-31 to 2026-03-31, filed 2026-05-04); Q4 2025 (2025-09-30 to 2025-12-31, filed 2026-01-26); Q3 2025 (2025-06-30 to 2025-09-30, filed 2025-10-22). Rows for the same security, class and put/call are added together. Value change is the filed value at each quarter end, so it includes the price move. Only the filings held here are compared; the firm's 13F-HR filings go back to the quarter ended 2025-06-30.
| Quarter | Stock | Country of operation | Class | Shares before | Shares after | Share change | Value before | Value after | Value change | Filed |
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| Q2 2026 | XLE
SELECT SECTOR SPDR TR | | STATE STREET ENE | 72,276 | 0 | -72,276 | $4,427,628 | $0 | -$4,427,628 | 2026-07-24 |
|---|
| Q2 2026 | GARP
ISHARES TR | | MSCI USA QUALITY | 60,571 | 0 | -60,571 | $3,874,727 | $0 | -$3,874,727 | 2026-07-24 |
|---|
| Q2 2026 | XLK
SELECT SECTOR SPDR TR | | STATE STREET TEC | 28,499 | 0 | -28,499 | $3,787,517 | $0 | -$3,787,517 | 2026-07-24 |
|---|
| Q2 2026 | FXG
FIRST TR EXCHANGE-TRADED FD | | CONSUMR STAPLE | 58,095 | 0 | -58,095 | $3,701,813 | $0 | -$3,701,813 | 2026-07-24 |
|---|
| Q2 2026 | XLY
SELECT SECTOR SPDR TR | | STATE STREET CON | 33,127 | 0 | -33,127 | $3,610,180 | $0 | -$3,610,180 | 2026-07-24 |
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| Q2 2026 | XLV
SELECT SECTOR SPDR TR | | STATE STREET HEA | 19,480 | 0 | -19,480 | $2,855,963 | $0 | -$2,855,963 | 2026-07-24 |
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| Q2 2026 | SPYG
SPDR SERIES TRUST | | STATE STREET SPD | 25,381 | 0 | -25,381 | $2,485,054 | $0 | -$2,485,054 | 2026-07-24 |
|---|
| Q2 2026 | SPYV
SPDR SERIES TRUST | | STATE STREET SPD | 38,629 | 0 | -38,629 | $2,185,629 | $0 | -$2,185,629 | 2026-07-24 |
|---|
| Q2 2026 | DEED
FIRST TR EXCHNG TRADED FD VI | | SECURITIZED PLUS | 97,485 | 0 | -97,485 | $2,079,355 | $0 | -$2,079,355 | 2026-07-24 |
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| Q2 2026 | FYX
FIRST TR EXCHANGE-TRADED ALP | | COM SHS | 17,394 | 0 | -17,394 | $2,076,054 | $0 | -$2,076,054 | 2026-07-24 |
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| Q2 2026 | ARKK
ARK ETF TR | | INNOVATION ETF | 25,604 | 0 | -25,604 | $1,730,574 | $0 | -$1,730,574 | 2026-07-24 |
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| Q2 2026 | USMV
ISHARES TR | | MSCI USA MIN VOL | 8,610 | 0 | -8,610 | $798,491 | $0 | -$798,491 | 2026-07-24 |
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| Q2 2026 | FIIG
FIRST TR EXCHANGE-TRADED FD | | INTERMEDIATE DUR | 11,568 | 0 | -11,568 | $240,036 | $0 | -$240,036 | 2026-07-24 |
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| Q2 2026 | FSIG
FIRST TR EXCHANGE-TRADED FD | | LIMITED DURATION | 12,539 | 0 | -12,539 | $237,489 | $0 | -$237,489 | 2026-07-24 |
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| Q1 2026 | XLG
INVESCO EXCHANGE TRADED FD T | | S&P 500 TOP 50 | 20,533 | 0 | -20,533 | $1,217,225 | $0 | -$1,217,225 | 2026-05-04 |
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| Q1 2026 | ILCG
ISHARES TR | | MORNINGSTAR GRWT | 8,955 | 0 | -8,955 | $931,634 | $0 | -$931,634 | 2026-05-04 |
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| Q1 2026 | VTI
VANGUARD INDEX FDS | | TOTAL STK MKT | 2,556 | 0 | -2,556 | $856,833 | $0 | -$856,833 | 2026-05-04 |
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| Q1 2026 | SCHM
SCHWAB STRATEGIC TR | | US MID-CAP ETF | 23,771 | 0 | -23,771 | $714,800 | $0 | -$714,800 | 2026-05-04 |
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| Q1 2026 | XMMO
INVESCO EXCHANGE TRADED FD T | | S&P MDCP MOMNTUM | 3,790 | 0 | -3,790 | $524,823 | $0 | -$524,823 | 2026-05-04 |
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| Q1 2026 | ROBO
EXCHANGE TRADED CONCEPTS TRU | | ROBO GLB ETF | 7,312 | 0 | -7,312 | $506,808 | $0 | -$506,808 | 2026-05-04 |
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| Q1 2026 | SCHA
SCHWAB STRATEGIC TR | | US SML CAP ETF | 15,491 | 0 | -15,491 | $441,178 | $0 | -$441,178 | 2026-05-04 |
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| Q1 2026 | UFOX
ETF SER SOLUTIONS | | DEFIANCE CONNECT | 5,768 | 0 | -5,768 | $368,195 | $0 | -$368,195 | 2026-05-04 |
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| Q1 2026 | XLP
SELECT SECTOR SPDR TR | | STATE STREET CON | 4,337 | 0 | -4,337 | $336,867 | $0 | -$336,867 | 2026-05-04 |
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| Q1 2026 | IJJ
ISHARES TR | | S&P MC 400VL ETF | 2,531 | 0 | -2,531 | $333,053 | $0 | -$333,053 | 2026-05-04 |
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| Q1 2026 | PAVE
GLOBAL X FDS | | US INFR DEV ETF | 6,096 | 0 | -6,096 | $291,310 | $0 | -$291,310 | 2026-05-04 |
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| Q1 2026 | HTD
HANCOCK JOHN TAX-ADVANTAGED | | COM | 11,311 | 0 | -11,311 | $267,614 | $0 | -$267,614 | 2026-05-04 |
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| Q1 2026 | AGG
ISHARES TR | | CORE US AGGBD ET | 2,625 | 0 | -2,625 | $262,185 | $0 | -$262,185 | 2026-05-04 |
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| Q1 2026 | IJS
ISHARES TR | | SP SMCP600VL ETF | 2,252 | 0 | -2,252 | $256,131 | $0 | -$256,131 | 2026-05-04 |
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| Q1 2026 | FEX
FIRST TR EXCHANGE-TRADED ALP | | COM SHS | 2,033 | 0 | -2,033 | $241,148 | $0 | -$241,148 | 2026-05-04 |
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| Q1 2026 | IMCG
ISHARES TR | | MRGSTR MD CP GRW | 2,884 | 0 | -2,884 | $230,259 | $0 | -$230,259 | 2026-05-04 |
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| Q1 2026 | PWB
INVESCO EXCHANGE TRADED FD T | | LARGE CAP GROWTH | 1,766 | 0 | -1,766 | $224,476 | $0 | -$224,476 | 2026-05-04 |
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| Q1 2026 | IJR
ISHARES TR | | CORE S&P SCP ETF | 1,830 | 0 | -1,830 | $219,929 | $0 | -$219,929 | 2026-05-04 |
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| Q1 2026 | XLF
SELECT SECTOR SPDR TR | | STATE STREET FIN | 3,873 | 0 | -3,873 | $212,103 | $0 | -$212,103 | 2026-05-04 |
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| Q1 2026 | FTSL
FIRST TR EXCHANGE-TRADED FD | | SENIOR LN FD | 4,533 | 0 | -4,533 | $207,974 | $0 | -$207,974 | 2026-05-04 |
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| Q1 2026 | PHO
INVESCO EXCHANGE TRADED FD T | | WATER RES ETF | 2,909 | 0 | -2,909 | $204,821 | $0 | -$204,821 | 2026-05-04 |
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| Q1 2026 | XLU
SELECT SECTOR SPDR TR | | STATE STREET UTI | 4,768 | 0 | -4,768 | $203,546 | $0 | -$203,546 | 2026-05-04 |
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| Q1 2026 | BSCQ
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2026 CB | 10,255 | 0 | -10,255 | $200,742 | $0 | -$200,742 | 2026-05-04 |
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| Q1 2026 | VVR
INVESCO SR INCOME TR | | COM | 13,839 | 0 | -13,839 | $45,254 | $0 | -$45,254 | 2026-05-04 |
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| Q4 2025 | XLK
SELECT SECTOR SPDR TR | | TECHNOLOGY | 15,648 | 0 | -15,648 | $4,410,545 | $0 | -$4,410,545 | 2026-01-26 |
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| Q4 2025 | XLY
SELECT SECTOR SPDR TR | | SBI CONS DISCR | 17,294 | 0 | -17,294 | $4,144,334 | $0 | -$4,144,334 | 2026-01-26 |
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| Q4 2025 | XLE
SELECT SECTOR SPDR TR | | ENERGY | 35,594 | 0 | -35,594 | $3,179,945 | $0 | -$3,179,945 | 2026-01-26 |
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| Q4 2025 | XLV
SELECT SECTOR SPDR TR | | SBI HEALTHCARE | 21,122 | 0 | -21,122 | $2,939,577 | $0 | -$2,939,577 | 2026-01-26 |
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| Q4 2025 | SPYG
SPDR SERIES TRUST | | PRTFLO S&P500 GW | 25,672 | 0 | -25,672 | $2,682,981 | $0 | -$2,682,981 | 2026-01-26 |
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| Q4 2025 | SPYV
SPDR SERIES TRUST | | PRTFLO S&P500 VL | 38,577 | 0 | -38,577 | $2,134,465 | $0 | -$2,134,465 | 2026-01-26 |
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| Q4 2025 | BSCP
INVESCO EXCH TRD SLF IDX FD | | BULSHS 2025 CB | 19,433 | 0 | -19,433 | $402,063 | $0 | -$402,063 | 2026-01-26 |
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| Q4 2025 | XLP
SELECT SECTOR SPDR TR | | SBI CONS STPLS | 4,332 | 0 | -4,332 | $339,474 | $0 | -$339,474 | 2026-01-26 |
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| Q4 2025 | TDIV
FIRST TR EXCHANGE TRADED FD | | NASD TECH DIV | 2,692 | 0 | -2,692 | $265,404 | $0 | -$265,404 | 2026-01-26 |
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| Q4 2025 | XLF
SELECT SECTOR SPDR TR | | FINANCIAL | 3,863 | 0 | -3,863 | $208,078 | $0 | -$208,078 | 2026-01-26 |
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| Q4 2025 | XLU
SELECT SECTOR SPDR TR | | SBI INT-UTILS | 2,384 | 0 | -2,384 | $207,909 | $0 | -$207,909 | 2026-01-26 |
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