CIAS
BTEC

Capital Investment Advisory Services’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Capital Investment Advisory Services’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
Q3 		– Sell
-3,057
Closed -$111K – 1012
2024
Q2 		$111K Hold
3,057
– – 0.01% 555
2024
Q1 		$116K Hold
3,057
– – 0.01% 544
2023
Q4 		$111K Sell
3,057
-241
-7% -$7.2K 0.01% 569
2023
Q3 		$99.3K Sell
3,298
-404
-11% -$13.6K 0.01% 553
2023
Q2 		$133K Buy
3,702
+1,103
+42% +$39.5K 0.01% 505
2023
Q1 		$86.3K Sell
2,599
-314
-11% -$10.9K 0.01% 551
2022
Q4 		$98K Sell
2,913
-10
-0.3% -$337 0.01% 545
2022
Q3 		$100K Buy
2,923
+106
+4% +$3.85K 0.01% 508
2022
Q2 		$91K Hold
2,817
– – 0.01% 532
2022
Q1 		$112K Buy
2,817
+125
+5% +$4.94K 0.01% 555
2021
Q4 		$127K Buy
2,692
+340
+14% +$17.5K 0.02% 524
2021
Q3 		$128K Buy
2,352
+1,110
+89% +$62.8K 0.02% 492
2021
Q2 		$76K Buy
1,242
+106
+9% +$6.07K 0.01% 546
2021
Q1 		$66K Buy
+1,136
New +$71.1K 0.01% 515

Capital Investment Advisory Services's BTEC Position: Q3 2024 in Review

Capital Investment Advisory Services sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2024, closing a stake of 3,057 shares — an estimated $111K sold.

Capital Investment Advisory Services first reported a position in BTEC in Q1 2021 and held it in 14 quarters. The position peaked at $133K in Q2 2023. 0 funds tracked by Wall St. Rank hold BTEC as of Q3 2024.

  • Capital Investment Advisory Services reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2024 after selling out during the quarter.
  • Capital Investment Advisory Services sold 3,057 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2024, an estimated $111K.
  • Capital Investment Advisory Services first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q1 2021 and held it in 14 quarters.
  • Capital Investment Advisory Services's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $133K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2024.

Based on Capital Investment Advisory Services's 13F filing for Q3 2024, filed 30 Oct 2024.