AG
BTEC

Advisor Group’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Advisor Group’s Portfolio BTEC Stock Details BTEC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		$43K Hold
1,122
– – ﹤0.01% 3515
2019
Q3 		$34K Sell
1,122
-163
-13% -$5.41K ﹤0.01% 3667
2019
Q2 		$44K Hold
1,285
– – ﹤0.01% 3466
2019
Q1 		$45K Buy
1,285
+435
+51% +$14.4K ﹤0.01% 3473
2018
Q4 		$23K Buy
+850
New +$26.6K ﹤0.01% 3728

Other funds holding BTEC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
RJA
Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
RIA
Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

Advisor Group's BTEC Position: Q4 2019 in Review

Advisor Group held its Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) position steady in Q4 2019 at 1,122 shares worth $43K. The position accounts for ﹤0.01% of the portfolio, ranked #3515.

Advisor Group first reported a position in BTEC in Q4 2018 and has held it in 5 quarters since. The position peaked at $45K in Q1 2019. 9 funds tracked by Wall St. Rank hold BTEC as of Q4 2019.

  • Advisor Group held 1,122 shares of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF worth $43K as of Q4 2019.
  • Advisor Group left its Principal Exchange-Traded Funds Principal Healthcare Innovators ETF share count unchanged in Q4 2019.
  • Principal Exchange-Traded Funds Principal Healthcare Innovators ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #3515 holding.
  • Advisor Group first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2018 and has held it in 5 quarters since.
  • Advisor Group's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $45K in Q1 2019.
  • 9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.