Advisory Services Network’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Advisory Services Network’s Portfolio GENY Stock Details GENY Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q2	–	Sell	-165	Closed	-$7.08K	–	3906
2023 Q1	$7.08K	Buy	+165	New	+$7.06K	﹤0.01%	3011

Other funds holding GENY

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Advisory Services Network's GENY Position: Q2 2023 in Review

Advisory Services Network sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q2 2023, closing a stake of 165 shares — an estimated $7.08K sold.

Advisory Services Network first reported a position in GENY in Q1 2023 and held it in 1 quarter. The position peaked at $7.08K in Q1 2023. 16 funds tracked by Wall St. Rank hold GENY as of Q2 2023.

Advisory Services Network reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q2 2023 after selling out during the quarter.
Advisory Services Network sold 165 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q2 2023, an estimated $7.08K.
Advisory Services Network first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q1 2023 and held it in 1 quarter.
Advisory Services Network's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $7.08K in Q1 2023.
16 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q2 2023.

Based on Advisory Services Network's 13F filing for Q2 2023, filed 9 Aug 2023.