BFEC
GENY

Benjamin F. Edwards & Company’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Benjamin F. Edwards & Company’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
Q4 		– Sell
-100
Closed -$4K – 2203
2023
Q3 		$4K Hold
100
– – ﹤0.01% 1621
2023
Q2 		$4K Hold
100
– – ﹤0.01% 1614
2023
Q1 		$4K Hold
100
– – ﹤0.01% 1616
2022
Q4 		$4K Hold
100
– – ﹤0.01% 1644
2022
Q3 		$3K Hold
100
– – ﹤0.01% 1687
2022
Q2 		$4K Buy
+100
New +$4.3K ﹤0.01% 1608

Other funds holding GENY

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

Benjamin F. Edwards & Company's GENY Position: Q4 2023 in Review

Benjamin F. Edwards & Company sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q4 2023, closing a stake of 100 shares — an estimated $4K sold.

Benjamin F. Edwards & Company first reported a position in GENY in Q2 2022 and held it in 6 quarters. The position peaked at $4K in Q3 2023. 1 fund tracked by Wall St. Rank holds GENY as of Q4 2023.

  • Benjamin F. Edwards & Company reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Benjamin F. Edwards & Company sold 100 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2023, an estimated $4K.
  • Benjamin F. Edwards & Company first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q2 2022 and held it in 6 quarters.
  • Benjamin F. Edwards & Company's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $4K in Q3 2023.
  • 1 fund tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q4 2023, filed 6 Feb 2024.