CAS
BTEC

Coppell Advisory Solutions’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Coppell Advisory Solutions’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
-123
Closed -$4.48K – 1977
2024
Q2 		$4.48K Buy
+123
New +$4.44K ﹤0.01% 1221
2023
Q4 		$4.47K Hold
123
– – ﹤0.01% 1124
2023
Q3 		$4.14K Hold
123
– – ﹤0.01% 746
2023
Q2 		$4.39K Buy
+123
New +$4.41K ﹤0.01% 878
2023
Q1 		– Sell
-123
Closed -$4.14K – 1150
2022
Q4 		$4.14K Buy
+123
New +$4.15K ﹤0.01% 750

Coppell Advisory Solutions's BTEC Position: Q3 2024 in Review

Coppell Advisory Solutions sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2024, closing a stake of 123 shares — an estimated $4.48K sold.

Coppell Advisory Solutions first reported a position in BTEC in Q4 2022 and held it in 5 quarters. The position peaked at $4.48K in Q2 2024. 0 funds tracked by Wall St. Rank hold BTEC as of Q3 2024.

  • Coppell Advisory Solutions reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2024 after selling out during the quarter.
  • Coppell Advisory Solutions sold 123 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2024, an estimated $4.48K.
  • Coppell Advisory Solutions first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2022 and held it in 5 quarters.
  • Coppell Advisory Solutions's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $4.48K in Q2 2024.
  • 0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2024.

Based on Coppell Advisory Solutions's 13F filing for Q3 2024, filed 14 Nov 2024.