Leo Brokerage’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Leo Brokerage’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	$206K	Sell	3,762 -36	-0.9%	-$2.04K	0.04%	177
2021 Q2	$231K	Hold	3,798	–	–	0.05%	173
2021 Q1	$220K	Hold	3,798	–	–	0.06%	169
2020 Q4	$223K	Buy	+3,798	New	+$205K	0.07%	155

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

Leo Brokerage's BTEC Position: Q3 2021 in Review

Leo Brokerage reduced its Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) stake by 0.95% in Q3 2021, selling an estimated $2.04K and leaving 3,762 shares worth $206K. The position accounts for 0.04% of the portfolio, ranked #177.

Leo Brokerage first reported a position in BTEC in Q4 2020 and has held it in 4 quarters since. The position peaked at $231K in Q2 2021. 31 funds tracked by Wall St. Rank hold BTEC as of Q3 2021.

Leo Brokerage held 3,762 shares of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF worth $206K as of Q3 2021.
Leo Brokerage sold 36 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2021, an estimated $2.04K.
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF made up 0.04% of Leo Brokerage's portfolio in Q3 2021, its #177 holding.
Leo Brokerage first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2020 and has held it in 4 quarters since.
Leo Brokerage's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $231K in Q2 2021.
31 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2021.

Based on Leo Brokerage's 13F filing for Q3 2021, filed 13 Oct 2021.