IFP Advisors’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2024
Q1
Sell
-348
Closed -$13.7K 3292
2023
Q4
$13.7K Buy
348
+2
+0.6% +$78 ﹤0.01% 2072
2023
Q3
$13.7K Buy
346
+5
+1% +$211 ﹤0.01% 2120
2023
Q2
$14.6K Buy
341
+1
+0.3% +$42 ﹤0.01% 2156
2023
Q1
$12.6K Hold
340
﹤0.01% 2203
2022
Q4
$13K Buy
340
+5
+1% +$183 ﹤0.01% 3238
2022
Q3
$12K Buy
335
+2
+0.6% +$79 ﹤0.01% 3535
2022
Q2
$12K Hold
333
﹤0.01% 3285
2022
Q1
$12K Buy
+333
New +$17.1K ﹤0.01% 3285

IFP Advisors's GENY Position: Q1 2024 in Review

IFP Advisors sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q1 2024, closing a stake of 348 shares — an estimated $13.7K sold.

IFP Advisors first reported a position in GENY in Q1 2022 and held it in 8 quarters. The position peaked at $14.6K in Q2 2023. 0 funds tracked by Wall St. Rank hold GENY as of Q1 2024.

  • IFP Advisors reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q1 2024 after selling out during the quarter.
  • IFP Advisors sold 348 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q1 2024, an estimated $13.7K.
  • IFP Advisors first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q1 2022 and held it in 8 quarters.
  • IFP Advisors's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $14.6K in Q2 2023.
  • 0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q1 2024.

Based on IFP Advisors's 13F filing for Q1 2024, filed 30 Jul 2024.