LPL Financial’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-6,174
| Closed | -$225K | – | 5321 |
|
|
2024
Q2 | $225K | Sell |
6,174
-59
| -0.9% | -$2.13K | ﹤0.01% | 4477 |
|
|
2024
Q1 | $237K | Sell |
6,233
-608
| -9% | -$22.6K | ﹤0.01% | 4373 |
|
|
2023
Q4 | $249K | Sell |
6,841
-142
| -2% | -$4.24K | ﹤0.01% | 4234 |
|
|
2023
Q3 | $210K | Sell |
6,983
-895
| -11% | -$30.1K | ﹤0.01% | 4191 |
|
|
2023
Q2 | $283K | Sell |
7,878
-1,350
| -15% | -$48.4K | ﹤0.01% | 3899 |
|
|
2023
Q1 | $306K | Buy |
9,228
+137
| +2% | +$4.77K | ﹤0.01% | 3721 |
|
|
2022
Q4 | $306K | Buy |
9,091
+702
| +8% | +$23.7K | ﹤0.01% | 3638 |
|
|
2022
Q3 | $288K | Buy |
8,389
+1,140
| +16% | +$41.4K | ﹤0.01% | 3626 |
|
|
2022
Q2 | $234K | Sell |
7,249
-1,663
| -19% | -$55.5K | ﹤0.01% | 3825 |
|
|
2022
Q1 | $353K | Sell |
8,912
-1,386
| -13% | -$54.8K | ﹤0.01% | 3456 |
|
|
2021
Q4 | $487K | Sell |
10,298
-5,041
| -33% | -$260K | ﹤0.01% | 3304 |
|
|
2021
Q3 | $838K | Sell |
15,339
-114
| -0.7% | -$6.45K | ﹤0.01% | 2765 |
|
|
2021
Q2 | $941K | Buy |
15,453
+1,421
| +10% | +$81.4K | ﹤0.01% | 2615 |
|
|
2021
Q1 | $812K | Buy |
14,032
+4,452
| +46% | +$279K | ﹤0.01% | 2588 |
|
|
2020
Q4 | $563K | Buy |
+9,580
| New | +$517K | ﹤0.01% | 2644 |
|
|
2020
Q3 | – | Sell |
-11,566
| Closed | -$516K | – | 3646 |
|
|
2020
Q2 | $516K | Buy |
+11,566
| New | +$462K | ﹤0.01% | 2358 |
|
|
2019
Q2 | – | Sell |
-32,021
| Closed | -$1.11M | – | 3364 |
|
|
2019
Q1 | $1.11M | Buy |
+32,021
| New | +$1.06M | ﹤0.01% | 1586 |
|
LPL Financial's BTEC Position: Q3 2024 in Review
LPL Financial sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2024, closing a stake of 6,174 shares — an estimated $225K sold.
LPL Financial first reported a position in BTEC in Q1 2019 and held it in 17 quarters. The position peaked at $1.11M in Q1 2019. 0 funds tracked by Wall St. Rank hold BTEC as of Q3 2024.
- LPL Financial reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2024 after selling out during the quarter.
- LPL Financial sold 6,174 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2024, an estimated $225K.
- LPL Financial first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q1 2019 and held it in 17 quarters.
- LPL Financial's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $1.11M in Q1 2019.
- 0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2024.
Based on LPL Financial's 13F filing for Q3 2024, filed 8 Nov 2024.