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

North Star 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
2022 Q2	–	Sell	-290	Closed	-$11K	–	1190
2022 Q1	$11K	Hold	290	–	–	﹤0.01%	866
2021 Q4	$14K	Hold	290	–	–	﹤0.01%	837
2021 Q3	$16K	Hold	290	–	–	﹤0.01%	784
2021 Q2	$18K	Buy	+290	New	+$16.6K	﹤0.01%	756

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 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

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

VNA

Valley National Advisers Bethlehem, Pennsylvania $900M AUM 31.19% 1-Year Est. Return

RJFSA

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

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 1-Year Est. Return

PSI Advisors Tampa, Florida $430M AUM 23.45% 1-Year Est. Return

CFGS

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

North Star Investment Management's BTEC Position: Q2 2022 in Review

North Star Investment Management sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q2 2022, closing a stake of 290 shares — an estimated $11K sold.

North Star Investment Management first reported a position in BTEC in Q2 2021 and held it in 4 quarters. The position peaked at $18K in Q2 2021. 23 funds tracked by Wall St. Rank hold BTEC as of Q2 2022.

North Star Investment Management reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q2 2022 after selling out during the quarter.
North Star Investment Management sold 290 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q2 2022, an estimated $11K.
North Star Investment Management first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q2 2021 and held it in 4 quarters.
North Star Investment Management's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $18K in Q2 2021.
23 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q2 2022.

Based on North Star Investment Management's 13F filing for Q2 2022, filed 19 Jul 2022.