LFG
BTEC

Larson Financial Group’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Larson Financial Group’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
-38
Closed -$1.39K – 2782
2024
Q2 		$1.39K Hold
38
– – ﹤0.01% 1653
2024
Q1 		$1.45K Hold
38
– – ﹤0.01% 1406
2023
Q4 		$1.38K Hold
38
– – ﹤0.01% 1415
2023
Q3 		$1.15K Hold
38
– – ﹤0.01% 1467
2023
Q2 		$1.36K Hold
38
– – ﹤0.01% 1331
2023
Q1 		$1.26K Hold
38
– – ﹤0.01% 1314
2022
Q4 		$1.28K Hold
38
– – ﹤0.01% 1258
2022
Q3 		$1K Hold
38
– – ﹤0.01% 1270
2022
Q2 		$1K Hold
38
– – ﹤0.01% 1168
2022
Q1 		$2K Hold
38
– – ﹤0.01% 942
2021
Q4 		$2K Hold
38
– – ﹤0.01% 981
2021
Q3 		$2K Hold
38
– – ﹤0.01% 803
2021
Q2 		$2K Hold
38
– – ﹤0.01% 742
2021
Q1 		$2K Buy
+38
New +$2.38K ﹤0.01% 735

Larson Financial Group's BTEC Position: Q3 2024 in Review

Larson Financial Group sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2024, closing a stake of 38 shares — an estimated $1.39K sold.

Larson Financial Group first reported a position in BTEC in Q1 2021 and held it in 14 quarters. The position peaked at $2K in Q1 2022. 0 funds tracked by Wall St. Rank hold BTEC as of Q3 2024.

  • Larson Financial Group reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2024 after selling out during the quarter.
  • Larson Financial Group sold 38 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2024, an estimated $1.39K.
  • Larson Financial Group first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q1 2021 and held it in 14 quarters.
  • Larson Financial Group's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $2K in Q1 2022.
  • 0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2024.

Based on Larson Financial Group's 13F filing for Q3 2024, filed 12 Nov 2024.