Bank of America’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Bank of America’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
2024 Q2	–	Sell	-156	Closed	-$5.93K	–	8499
2024 Q1	$5.93K	Buy	+156	New	+$5.79K	﹤0.01%	6974
2023 Q3	–	Sell	-354	Closed	-$12.7K	–	8011
2023 Q2	$12.7K	Hold	354	–	–	﹤0.01%	6808
2023 Q1	$11.8K	Sell	354 -793	-69%	-$27.6K	﹤0.01%	6887
2022 Q4	$38.6K	Sell	1,147 -354	-24%	-$11.9K	﹤0.01%	6561
2022 Q3	$52K	Sell	1,501 -23	-2%	-$836	﹤0.01%	6661
2022 Q2	$49K	Buy	1,524 +23	+2%	+$768	﹤0.01%	6840
2022 Q1	$59K	Hold	1,501	–	–	﹤0.01%	7107
2021 Q4	$71K	Buy	+1,501	New	+$77.4K	﹤0.01%	7054

Other funds holding BTEC

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return

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

PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

CIAS

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

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

Bank of America's BTEC Position: Q2 2024 in Review

Bank of America sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q2 2024, closing a stake of 156 shares — an estimated $5.93K sold.

Bank of America first reported a position in BTEC in Q4 2021 and held it in 8 quarters. The position peaked at $71K in Q4 2021. 20 funds tracked by Wall St. Rank hold BTEC as of Q2 2024.

Bank of America reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q2 2024 after selling out during the quarter.
Bank of America sold 156 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q2 2024, an estimated $5.93K.
Bank of America first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2021 and held it in 8 quarters.
Bank of America's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $71K in Q4 2021.
20 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q2 2024.

Based on Bank of America's 13F filing for Q2 2024, filed 14 Aug 2024.