Cambridge Investment Research Advisors’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Cambridge Investment Research Advisors’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
2022 Q2	–	Sell	-6,121	Closed	-$242K	–	3245
2022 Q1	$242K	Buy	6,121 +619	+11%	+$24.5K	﹤0.01%	2731
2021 Q4	$260K	Buy	+5,502	New	+$284K	﹤0.01%	2671

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

RJFSA

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

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

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Cambridge Investment Research Advisors's BTEC Position: Q2 2022 in Review

Cambridge Investment Research Advisors sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q2 2022, closing a stake of 6,121 shares — an estimated $242K sold.

Cambridge Investment Research Advisors first reported a position in BTEC in Q4 2021 and held it in 2 quarters. The position peaked at $260K in Q4 2021. 23 funds tracked by Wall St. Rank hold BTEC as of Q2 2022.

Cambridge Investment Research Advisors reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q2 2022 after selling out during the quarter.
Cambridge Investment Research Advisors sold 6,121 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q2 2022, an estimated $242K.
Cambridge Investment Research Advisors first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2021 and held it in 2 quarters.
Cambridge Investment Research Advisors's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $260K in Q4 2021.
23 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q2 2022.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2022, filed 13 Jul 2022.