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

Next 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
2021 Q4	$7K	Sell	150 -200	-57%	-$10.3K	﹤0.01%	2343
2021 Q3	$19K	Buy	+350	New	+$19.8K	﹤0.01%	1831

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

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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 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

Next Financial Group's BTEC Position: Q4 2021 in Review

Next Financial Group reduced its Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) stake by 57% in Q4 2021, selling an estimated $10.3K and leaving 150 shares worth $7K. The position accounts for ﹤0.01% of the portfolio, ranked #2343.

Next Financial Group first reported a position in BTEC in Q3 2021 and has held it in 2 quarters since. The position peaked at $19K in Q3 2021. 33 funds tracked by Wall St. Rank hold BTEC as of Q4 2021.

Next Financial Group held 150 shares of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF worth $7K as of Q4 2021.
Next Financial Group sold 200 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q4 2021, an estimated $10.3K.
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF made up ﹤0.01% of Next Financial Group's portfolio in Q4 2021, its #2343 holding.
Next Financial Group first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q3 2021 and has held it in 2 quarters since.
Next Financial Group's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $19K in Q3 2021.
33 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q4 2021.

Based on Next Financial Group's 13F filing for Q4 2021, filed 15 Feb 2022.