NA
BTEC

NewEdge Advisors’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

NewEdge Advisors’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
2023
Q1 		– Sell
-1,286
Closed -$43.2K – 4256
2022
Q4 		$43.2K Buy
+1,286
New +$43.4K ﹤0.01% 1781

Other funds holding BTEC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Morgan Stanley
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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
FFG
Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

NewEdge Advisors's BTEC Position: Q1 2023 in Review

NewEdge Advisors sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q1 2023, closing a stake of 1,286 shares — an estimated $43.2K sold.

NewEdge Advisors first reported a position in BTEC in Q4 2022 and held it in 1 quarter. The position peaked at $43.2K in Q4 2022. 21 funds tracked by Wall St. Rank hold BTEC as of Q1 2023.

  • NewEdge Advisors reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q1 2023 after selling out during the quarter.
  • NewEdge Advisors sold 1,286 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q1 2023, an estimated $43.2K.
  • NewEdge Advisors first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2022 and held it in 1 quarter.
  • NewEdge Advisors's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $43.2K in Q4 2022.
  • 21 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q1 2023.

Based on NewEdge Advisors's 13F filing for Q1 2023, filed 12 May 2023.