Commonwealth Equity Services’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Commonwealth Equity 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
2022 Q4	–	Sell	-6,295	Closed	-$216K	–	3820
2022 Q3	$216K	Buy	+6,295	New	+$229K	﹤0.01%	3105
2022 Q1	–	Sell	-4,909	Closed	-$232K	–	3817
2021 Q4	$232K	Sell	4,909 -9,587	-66%	-$494K	﹤0.01%	3177
2021 Q3	$791K	Sell	14,496 -713	-5%	-$40.3K	﹤0.01%	2110
2021 Q2	$925K	Buy	15,209 +894	+6%	+$51.2K	﹤0.01%	1969
2021 Q1	$828K	Buy	14,315 +2,690	+23%	+$168K	﹤0.01%	1935
2020 Q4	$682K	Buy	11,625 +5,595	+93%	+$302K	﹤0.01%	1916
2020 Q3	$287K	Buy	+6,030	New	+$274K	﹤0.01%	2396

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

FFG

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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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 $773M AUM 21.98% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 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 $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

Commonwealth Equity Services's BTEC Position: Q4 2022 in Review

Commonwealth Equity Services sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q4 2022, closing a stake of 6,295 shares — an estimated $216K sold.

Commonwealth Equity Services first reported a position in BTEC in Q3 2020 and held it in 7 quarters. The position peaked at $925K in Q2 2021. 27 funds tracked by Wall St. Rank hold BTEC as of Q4 2022.

Commonwealth Equity Services reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q4 2022 after selling out during the quarter.
Commonwealth Equity Services sold 6,295 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q4 2022, an estimated $216K.
Commonwealth Equity Services first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q3 2020 and held it in 7 quarters.
Commonwealth Equity Services's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $925K in Q2 2021.
27 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q4 2022.

Based on Commonwealth Equity Services's 13F filing for Q4 2022, filed 7 Feb 2023.