Glass Jacobson Investment Advisors’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Glass Jacobson Investment 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
2023 Q3	–	Sell	-193	Closed	-$6.94K	–	837
2023 Q2	$6.94K	Buy	+193	New	+$6.91K	﹤0.01%	543
2022 Q4	$6.5K	Buy	+193	New	+$6.51K	﹤0.01%	561

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return

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

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $364M AUM 17.23% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

Glass Jacobson Investment Advisors's BTEC Position: Q3 2023 in Review

Glass Jacobson Investment Advisors sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2023, closing a stake of 193 shares — an estimated $6.94K sold.

Glass Jacobson Investment Advisors first reported a position in BTEC in Q4 2022 and held it in 2 quarters. The position peaked at $6.94K in Q2 2023. 23 funds tracked by Wall St. Rank hold BTEC as of Q3 2023.

Glass Jacobson Investment Advisors reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2023 after selling out during the quarter.
Glass Jacobson Investment Advisors sold 193 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2023, an estimated $6.94K.
Glass Jacobson Investment Advisors first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2022 and held it in 2 quarters.
Glass Jacobson Investment Advisors's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $6.94K in Q2 2023.
23 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2023.

Based on Glass Jacobson Investment Advisors's 13F filing for Q3 2023, filed 7 Nov 2023.