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

Merit 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
2022 Q1	–	Sell	-20,863	Closed	-$987K	–	395
2021 Q4	$987K	Sell	20,863 -18	-0.1%	-$928	0.1%	100
2021 Q3	$1.14M	Buy	20,881 +251	+1%	+$14.2K	0.12%	86
2021 Q2	$1.26M	Buy	20,630 +390	+2%	+$22.3K	0.12%	82
2021 Q1	$1.17M	Buy	+20,240	New	+$1.27M	0.12%	84

Other funds holding BTEC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $773M AUM 21.98% 1-Year Est. Return

RJFSA

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

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

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

Merit Financial Group's BTEC Position: Q1 2022 in Review

Merit Financial Group sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q1 2022, closing a stake of 20,863 shares — an estimated $987K sold.

Merit Financial Group first reported a position in BTEC in Q1 2021 and held it in 4 quarters. The position peaked at $1.26M in Q2 2021. 31 funds tracked by Wall St. Rank hold BTEC as of Q1 2022.

Merit Financial Group reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q1 2022 after selling out during the quarter.
Merit Financial Group sold 20,863 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q1 2022, an estimated $987K.
Merit Financial Group first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q1 2021 and held it in 4 quarters.
Merit Financial Group's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $1.26M in Q2 2021.
31 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q1 2022.

Based on Merit Financial Group's 13F filing for Q1 2022, filed 13 May 2022.