CIAS
GENY

Capital Investment Advisory Services’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Capital Investment Advisory Services’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
-973
Closed -$38.6K – 1029
2023
Q3 		$38.6K Sell
973
-108
-10% -$4.57K ﹤0.01% 663
2023
Q2 		$46.3K Buy
1,081
+332
+44% +$13.8K ﹤0.01% 611
2023
Q1 		$32.1K Sell
749
-56
-7% -$2.4K ﹤0.01% 639
2022
Q4 		$30.9K Sell
805
-3
-0.4% -$110 ﹤0.01% 662
2022
Q3 		$27K Sell
808
-8
-1% -$315 ﹤0.01% 626
2022
Q2 		$32K Hold
816
– – ﹤0.01% 637
2022
Q1 		$40K Buy
816
+34
+4% +$1.74K ﹤0.01% 648
2021
Q4 		$45K Buy
782
+42
+6% +$2.57K 0.01% 614
2021
Q3 		$45K Buy
740
+333
+82% +$21.1K 0.01% 579
2021
Q2 		$27K Buy
407
+32
+9% +$2.06K ﹤0.01% 633
2021
Q1 		$23K Buy
+375
New +$23.5K ﹤0.01% 598

Other funds holding GENY

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

Capital Investment Advisory Services's GENY Position: Q4 2023 in Review

Capital Investment Advisory Services sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q4 2023, closing a stake of 973 shares — an estimated $38.6K sold.

Capital Investment Advisory Services first reported a position in GENY in Q1 2021 and held it in 11 quarters. The position peaked at $46.3K in Q2 2023. 1 fund tracked by Wall St. Rank holds GENY as of Q4 2023.

  • Capital Investment Advisory Services reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q4 2023 after selling out during the quarter.
  • Capital Investment Advisory Services sold 973 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2023, an estimated $38.6K.
  • Capital Investment Advisory Services first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q1 2021 and held it in 11 quarters.
  • Capital Investment Advisory Services's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $46.3K in Q2 2023.
  • 1 fund tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2023.

Based on Capital Investment Advisory Services's 13F filing for Q4 2023, filed 1 Feb 2024.