Elevated Capital Advisors’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Elevated Capital Advisors’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 Q1	–	Sell	-8,275	Closed	-$301K	–	189
2023 Q4	$301K	Buy	8,275 +300	+4%	+$8.96K	0.09%	155
2023 Q3	$240K	Buy	7,975 +449	+6%	+$15.1K	0.08%	158
2023 Q2	$270K	Buy	+7,526	New	+$270K	0.09%	162
2022 Q4	–	Sell	-7,403	Closed	-$254K	–	176
2022 Q3	$254K	Buy	+7,403	New	+$269K	0.1%	137
2022 Q1	$505K	Buy	+12,766	New	+$504K	0.17%	138
2021 Q3	$635K	Buy	+11,619	New	+$657K	0.22%	130
2021 Q1	$635K	Buy	11,145 +796	+8%	+$49.8K	0.25%	115
2020 Q4	$608K	Buy	10,349 +1,254	+14%	+$67.7K	0.26%	109
2020 Q3	$471K	Buy	+9,095	New	+$413K	0.22%	122

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

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

RJFSA

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

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

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

Elevated Capital Advisors's BTEC Position: Q1 2024 in Review

Elevated Capital Advisors sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q1 2024, closing a stake of 8,275 shares — an estimated $301K sold.

Elevated Capital Advisors first reported a position in BTEC in Q3 2020 and held it in 9 quarters. The position peaked at $635K in Q3 2021. 21 funds tracked by Wall St. Rank hold BTEC as of Q1 2024.

Elevated Capital Advisors reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q1 2024 after selling out during the quarter.
Elevated Capital Advisors sold 8,275 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q1 2024, an estimated $301K.
Elevated Capital Advisors first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q3 2020 and held it in 9 quarters.
Elevated Capital Advisors's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $635K in Q3 2021.
21 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q1 2024.

Based on Elevated Capital Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.