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

Macroview 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
2024 Q2	–	Sell	-73	Closed	-$2.78K	–	713
2024 Q1	$2.78K	Sell	73 -94	-56%	-$3.49K	﹤0.01%	491
2023 Q4	$6.07K	Hold	167	–	–	0.01%	370
2023 Q3	$5.03K	Hold	167	–	–	0.01%	426
2023 Q2	$6K	Hold	167	–	–	0.01%	321
2023 Q1	$5.54K	Sell	167 -82	-33%	-$2.85K	0.01%	311
2022 Q4	$8.37K	Hold	249	–	–	0.01%	277
2022 Q3	$9K	Sell	249 -1,152	-82%	-$41.9K	0.02%	252
2022 Q2	$45K	Sell	1,401 -466	-25%	-$15.6K	0.07%	95
2022 Q1	$74K	Buy	+1,867	New	+$73.8K	0.11%	82

Other funds holding BTEC

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

RJFSA

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

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

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

CFGS

Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

Macroview Investment Management's BTEC Position: Q2 2024 in Review

Macroview Investment Management sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q2 2024, closing a stake of 73 shares — an estimated $2.78K sold.

Macroview Investment Management first reported a position in BTEC in Q1 2022 and held it in 9 quarters. The position peaked at $74K in Q1 2022. 20 funds tracked by Wall St. Rank hold BTEC as of Q2 2024.

Macroview Investment Management reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q2 2024 after selling out during the quarter.
Macroview Investment Management sold 73 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q2 2024, an estimated $2.78K.
Macroview Investment Management first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q1 2022 and held it in 9 quarters.
Macroview Investment Management's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $74K in Q1 2022.
20 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q2 2024.

Based on Macroview Investment Management's 13F filing for Q2 2024, filed 23 Jul 2024.