International Assets Investment Management’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

International Assets Investment Management’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
2021 Q2	–	Sell	-1,710	Closed	-$60K	–	2011
2021 Q1	$60K	Buy	1,710 +855	+100%	+$53.5K	0.01%	902
2020 Q4	$30K	Buy	+855	New	+$46.1K	0.01%	1023

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

Systelligence LLC Bloomington, Minnesota $599M AUM 24.4% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

CWM

Cornerstone Wealth Management St. Peters, Missouri $2.33B AUM 25.21% 1-Year Est. Return

International Assets Investment Management's BTEC Position: Q2 2021 in Review

International Assets Investment Management sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q2 2021, closing a stake of 1,710 shares — an estimated $60K sold.

International Assets Investment Management first reported a position in BTEC in Q4 2020 and held it in 2 quarters. The position peaked at $60K in Q1 2021. 33 funds tracked by Wall St. Rank hold BTEC as of Q2 2021.

International Assets Investment Management reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q2 2021 after selling out during the quarter.
International Assets Investment Management sold 1,710 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q2 2021, an estimated $60K.
International Assets Investment Management first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2020 and held it in 2 quarters.
International Assets Investment Management's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $60K in Q1 2021.
33 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q2 2021.

Based on International Assets Investment Management's 13F filing for Q2 2021, filed 14 Jul 2021.