Creative Financial Designs’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Creative Financial Designs’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	-297	Closed	-$10K	–	1361
2022 Q3	$10K	Hold	297	–	–	﹤0.01%	900
2022 Q2	$10K	Sell	297 -1,457	-83%	-$48.6K	﹤0.01%	878
2022 Q1	$69K	Sell	1,754 -1,913	-52%	-$75.6K	0.01%	495
2021 Q4	$173K	Buy	+3,667	New	+$189K	0.03%	334

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

Creative Financial Designs's BTEC Position: Q4 2022 in Review

Creative Financial Designs sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q4 2022, closing a stake of 297 shares — an estimated $10K sold.

Creative Financial Designs first reported a position in BTEC in Q4 2021 and held it in 4 quarters. The position peaked at $173K in Q4 2021. 27 funds tracked by Wall St. Rank hold BTEC as of Q4 2022.

Creative Financial Designs reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q4 2022 after selling out during the quarter.
Creative Financial Designs sold 297 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q4 2022, an estimated $10K.
Creative Financial Designs first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2021 and held it in 4 quarters.
Creative Financial Designs's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $173K in Q4 2021.
27 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q4 2022.

Based on Creative Financial Designs's 13F filing for Q4 2022, filed 1 Feb 2023.