Milestones Private Investment Advisors LLC Last Quarter Change: USA ETF, Sold Out

Milestones Private Investment Advisors LLC quarter change: USA ETF, Sold out

In exchange-traded fund shares (known by the fund name on the filing) (listed in the US), from the quarter ended 2026-03-31 to 2026-06-30, Milestones Private Investment Advisors LLC opened 13 positions, added to 13, reduced 16, sold out of 14 and left 13 unchanged. The largest increase in value was SPYG (+$9,260,635); the largest decrease was FXU (-$5,513,031).

XLE: Country of operation —; Class STATE STREET ENE; Shares 2026-03-31 72,276; Shares 2026-06-30 0.
GARP: Country of operation —; Class MSCI USA QUALITY; Shares 2026-03-31 60,571; Shares 2026-06-30 0.
XLK: Country of operation —; Class STATE STREET TEC; Shares 2026-03-31 28,499; Shares 2026-06-30 0.
FXG: Country of operation —; Class CONSUMR STAPLE; Shares 2026-03-31 58,095; Shares 2026-06-30 0.

Two Form 13F-HR filings compared (SEC CIK 1726041): 2026-03-31 (filed 2026-05-04) and 2026-06-30 (filed 2026-07-24). 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; share change is the position change.

Stock	Class	Shares 2026-03-31	Share change	Value 2026-03-31	Value 2026-06-30	Value change
XLE SELECT SECTOR SPDR TR	STATE STREET ENE	72,276	-72,276	$4,427,628	$0	-$4,427,628
GARP ISHARES TR	MSCI USA QUALITY	60,571	-60,571	$3,874,727	$0	-$3,874,727
XLK SELECT SECTOR SPDR TR	STATE STREET TEC	28,499	-28,499	$3,787,517	$0	-$3,787,517
FXG FIRST TR EXCHANGE-TRADED FD	CONSUMR STAPLE	58,095	-58,095	$3,701,813	$0	-$3,701,813
XLY SELECT SECTOR SPDR TR	STATE STREET CON	33,127	-33,127	$3,610,180	$0	-$3,610,180
XLV SELECT SECTOR SPDR TR	STATE STREET HEA	19,480	-19,480	$2,855,963	$0	-$2,855,963
SPYG SPDR SERIES TRUST	STATE STREET SPD	25,381	-25,381	$2,485,054	$0	-$2,485,054
SPYV SPDR SERIES TRUST	STATE STREET SPD	38,629	-38,629	$2,185,629	$0	-$2,185,629
DEED FIRST TR EXCHNG TRADED FD VI	SECURITIZED PLUS	97,485	-97,485	$2,079,355	$0	-$2,079,355
FYX FIRST TR EXCHANGE-TRADED ALP	COM SHS	17,394	-17,394	$2,076,054	$0	-$2,076,054
ARKK ARK ETF TR	INNOVATION ETF	25,604	-25,604	$1,730,574	$0	-$1,730,574
USMV ISHARES TR	MSCI USA MIN VOL	8,610	-8,610	$798,491	$0	-$798,491
FIIG FIRST TR EXCHANGE-TRADED FD	INTERMEDIATE DUR	11,568	-11,568	$240,036	$0	-$240,036
FSIG FIRST TR EXCHANGE-TRADED FD	LIMITED DURATION	12,539	-12,539	$237,489	$0	-$237,489

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