Meridian Wealth Management’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Meridian Wealth 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
2019 Q3	–	Sell	-750	Closed	-$256	–	528
2019 Q2	$256	Buy	+750	New	+$24.8K	0.01%	497

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

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

Advisor Group Phoenix, Arizona $14.5B AUM 24.86% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

RIA

Realta Investment Advisors Wilmington, Delaware $322M AUM 39.45% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Meridian Wealth Management's BTEC Position: Q3 2019 in Review

Meridian Wealth Management sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2019, closing a stake of 750 shares — an estimated $256 sold.

Meridian Wealth Management first reported a position in BTEC in Q2 2019 and held it in 1 quarter. The position peaked at $256 in Q2 2019. 8 funds tracked by Wall St. Rank hold BTEC as of Q3 2019.

Meridian Wealth Management reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2019 after selling out during the quarter.
Meridian Wealth Management sold 750 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2019, an estimated $256.
Meridian Wealth Management first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q2 2019 and held it in 1 quarter.
Meridian Wealth Management's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $256 in Q2 2019.
8 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2019.

Based on Meridian Wealth Management's 13F filing for Q3 2019, filed 8 Nov 2019.