GRP
BTEC

Global Retirement Partners’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Global Retirement Partners’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
-68
Closed -$2.48K – 3681
2024
Q2 		$2.48K Hold
68
– – ﹤0.01% 2892
2024
Q1 		$2.58K Hold
68
– – ﹤0.01% 2648
2023
Q4 		$2.43K Hold
68
– – ﹤0.01% 2598
2023
Q3 		$1.96K Hold
68
– – ﹤0.01% 2548
2023
Q2 		$2.44K Hold
68
– – ﹤0.01% 2466
2023
Q1 		$2.43K Hold
68
– – ﹤0.01% 2429
2022
Q4 		$2.29K Hold
68
– – ﹤0.01% 2310
2022
Q3 		$2K Hold
68
– – ﹤0.01% 2345
2022
Q2 		$2K Hold
68
– – ﹤0.01% 2310
2022
Q1 		$2K Buy
+68
New +$2.69K ﹤0.01% 2274
2021
Q4 		– Sell
-68
Closed -$4K – 1910
2021
Q3 		$4K Sell
68
-490
-88% -$27.7K ﹤0.01% 1722
2021
Q2 		$34K Sell
558
-38
-6% -$2.18K ﹤0.01% 1010
2021
Q1 		$34K Buy
+596
New +$37.3K ﹤0.01% 926

Global Retirement Partners's BTEC Position: Q3 2024 in Review

Global Retirement Partners sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2024, closing a stake of 68 shares — an estimated $2.48K sold.

Global Retirement Partners first reported a position in BTEC in Q1 2021 and held it in 13 quarters. The position peaked at $34K in Q2 2021. 0 funds tracked by Wall St. Rank hold BTEC as of Q3 2024.

  • Global Retirement Partners reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2024 after selling out during the quarter.
  • Global Retirement Partners sold 68 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2024, an estimated $2.48K.
  • Global Retirement Partners first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q1 2021 and held it in 13 quarters.
  • Global Retirement Partners's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $34K in Q2 2021.
  • 0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2024.

Based on Global Retirement Partners's 13F filing for Q3 2024, filed 16 Oct 2024.