Kestra Advisory Services’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Kestra Advisory Services’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 Q3	–	Sell	-31,088	Closed	-$1.89M	–	2193
2021 Q2	$1.89M	Sell	31,088 -1,647	-5%	-$94.3K	0.02%	673
2021 Q1	$1.89M	Buy	+32,735	New	+$2.05M	0.02%	620

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

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

MFG

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

RJFSA

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Kestra Advisory Services's BTEC Position: Q3 2021 in Review

Kestra Advisory Services sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2021, closing a stake of 31,088 shares — an estimated $1.89M sold.

Kestra Advisory Services first reported a position in BTEC in Q1 2021 and held it in 2 quarters. The position peaked at $1.89M in Q1 2021. 31 funds tracked by Wall St. Rank hold BTEC as of Q3 2021.

Kestra Advisory Services reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2021 after selling out during the quarter.
Kestra Advisory Services sold 31,088 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2021, an estimated $1.89M.
Kestra Advisory Services first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q1 2021 and held it in 2 quarters.
Kestra Advisory Services's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $1.89M in Q1 2021.
31 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2021.

Based on Kestra Advisory Services's 13F filing for Q3 2021, filed 19 Oct 2021.