Cambridge Investment Research Advisors
GENY

Cambridge Investment Research Advisors’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Cambridge Investment Research 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
2023
Q4 		– Sell
-6,341
Closed -$252K – 3347
2023
Q3 		$252K Sell
6,341
-325
-5% -$13.7K ﹤0.01% 2635
2023
Q2 		$285K Sell
6,666
-2,226
-25% -$92.4K ﹤0.01% 2569
2023
Q1 		$381K Sell
8,892
-2,193
-20% -$93.8K ﹤0.01% 2285
2022
Q4 		$426K Sell
11,085
-989
-8% -$36.1K ﹤0.01% 2145
2022
Q3 		$410K Sell
12,074
-4,872
-29% -$192K ﹤0.01% 2096
2022
Q2 		$667K Sell
16,946
-1,731
-9% -$74.5K ﹤0.01% 1743
2022
Q1 		$913K Sell
18,677
-6,138
-25% -$315K ﹤0.01% 1638
2021
Q4 		$1.43M Buy
24,815
+5,859
+31% +$358K 0.01% 1350
2021
Q3 		$1.15M Buy
18,956
+695
+4% +$44.1K 0.01% 1424
2021
Q2 		$1.21M Buy
18,261
+3,851
+27% +$248K 0.01% 1389
2021
Q1 		$881K Buy
14,410
+1,466
+11% +$91.7K ﹤0.01% 1518
2020
Q4 		$750K Buy
12,944
+6,075
+88% +$325K ﹤0.01% 1492
2020
Q3 		$334K Buy
6,869
+1,088
+19% +$51K ﹤0.01% 1864
2020
Q2 		$248K Buy
+5,781
New +$220K ﹤0.01% 2037

Other funds holding GENY

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

Cambridge Investment Research Advisors's GENY Position: Q4 2023 in Review

Cambridge Investment Research Advisors sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q4 2023, closing a stake of 6,341 shares — an estimated $252K sold.

Cambridge Investment Research Advisors first reported a position in GENY in Q2 2020 and held it in 14 quarters. The position peaked at $1.43M in Q4 2021. 1 fund tracked by Wall St. Rank holds GENY as of Q4 2023.

  • Cambridge Investment Research Advisors reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Cambridge Investment Research Advisors sold 6,341 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2023, an estimated $252K.
  • Cambridge Investment Research Advisors first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q2 2020 and held it in 14 quarters.
  • Cambridge Investment Research Advisors's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $1.43M in Q4 2021.
  • 1 fund tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2023.

Based on Cambridge Investment Research Advisors's 13F filing for Q4 2023, filed 9 Feb 2024.