Cornerstone Wealth Management’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Cornerstone Wealth Management’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
2021 Q3	–	Sell	-17,506	Closed	-$1.07M	–	495
2021 Q2	$1.07M	Buy	17,506 +530	+3%	+$30.4K	0.11%	179
2021 Q1	$982K	Sell	16,976 -8,143	-32%	-$509K	0.12%	174
2020 Q4	$1.48M	Buy	+25,119	New	+$1.36M	0.19%	113

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFG

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

Cornerstone Wealth Management's BTEC Position: Q3 2021 in Review

Cornerstone Wealth Management sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2021, closing a stake of 17,506 shares — an estimated $1.07M sold.

Cornerstone Wealth Management first reported a position in BTEC in Q4 2020 and held it in 3 quarters. The position peaked at $1.48M in Q4 2020. 31 funds tracked by Wall St. Rank hold BTEC as of Q3 2021.

Cornerstone Wealth Management reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2021 after selling out during the quarter.
Cornerstone Wealth Management sold 17,506 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2021, an estimated $1.07M.
Cornerstone Wealth Management first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2020 and held it in 3 quarters.
Cornerstone Wealth Management's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $1.48M in Q4 2020.
31 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2021.

Based on Cornerstone Wealth Management's 13F filing for Q3 2021, filed 12 Nov 2021.