American Portfolios Advisors’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

American Portfolios Advisors’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
2022 Q3	$28.7K	Buy	847 +5	+0.6%	+$197	﹤0.01%	2010
2022 Q2	$33.2K	Buy	842 +3	+0.4%	+$129	﹤0.01%	1989
2022 Q1	$41K	Buy	839 +21	+3%	+$1.08K	﹤0.01%	1979
2021 Q4	$47.2K	Buy	818 +1	+0.1%	+$61	﹤0.01%	1893
2021 Q3	$49.6K	Hold	817	–	–	﹤0.01%	1773
2021 Q2	$54.3K	Buy	817 +1	+0.1%	+$64	﹤0.01%	1699
2021 Q1	$49.9K	Buy	816 +724	+787%	+$45.3K	﹤0.01%	1610
2020 Q4	$5.33K	Buy	+92	New	+$4.92K	﹤0.01%	2387

Other funds holding GENY

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

GRP

Global Retirement Partners San Rafael, California $6.54B AUM

CIAS

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

American Portfolios Advisors's GENY Position: Q3 2022 in Review

American Portfolios Advisors increased its Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) stake by 0.59% in Q3 2022, buying an estimated $197 and bringing the position to 847 shares worth $28.7K. The position accounts for ﹤0.01% of the portfolio, ranked #2010.

American Portfolios Advisors first reported a position in GENY in Q4 2020 and has held it in 8 quarters since. The position peaked at $54.3K in Q2 2021. 19 funds tracked by Wall St. Rank hold GENY as of Q3 2022.

American Portfolios Advisors held 847 shares of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF worth $28.7K as of Q3 2022.
American Portfolios Advisors bought 5 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q3 2022, an estimated $197.
Principal Exchange-Traded Funds Principal Millennial Global Growth ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #2010 holding.
American Portfolios Advisors first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q4 2020 and has held it in 8 quarters since.
American Portfolios Advisors's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $54.3K in Q2 2021.
19 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.