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

Principal 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
2024 Q2	–	Sell	-700,000	Closed	-$26.7M	–	2497
2024 Q1	$26.7M	Sell	700,000 -146,500	-17%	-$5.44M	0.02%	742
2023 Q4	$30.8M	Hold	846,500	–	–	0.02%	625
2023 Q3	$25.5M	Hold	846,500	–	–	0.02%	676
2023 Q2	$30.5M	Hold	846,500	–	–	0.02%	618
2023 Q1	$28.2M	Sell	846,500 -3,500	-0.4%	-$122K	0.02%	651
2022 Q4	$28.6M	Hold	850,000	–	–	0.02%	621
2022 Q3	$29.2M	Hold	850,000	–	–	0.02%	549
2022 Q2	$27.4M	Hold	850,000	–	–	0.02%	634
2022 Q1	$33.7M	Hold	850,000	–	–	0.02%	608
2021 Q4	$40.3M	Sell	850,000 -500,000	-37%	-$25.8M	0.02%	541
2021 Q3	$73.8M	Buy	1,350,000 +50,000	+4%	+$2.83M	0.05%	316
2021 Q2	$79M	Hold	1,300,000	–	–	0.05%	308
2021 Q1	$75.2M	Sell	1,300,000 -50,000	-4%	-$3.13M	0.05%	306
2020 Q4	$79.1M	Hold	1,350,000	–	–	0.06%	297
2020 Q3	$63.8M	Hold	1,350,000	–	–	0.05%	307
2020 Q2	$59.9M	Buy	1,350,000 +38,332	+3%	+$1.53M	0.05%	313
2020 Q1	$41.3M	Sell	1,311,668 -50,000	-4%	-$1.83M	0.05%	354
2019 Q4	$52.5M	Sell	1,361,668 -51,300	-4%	-$1.8M	0.04%	380
2019 Q3	$43.1M	Hold	1,412,968	–	–	0.04%	427
2019 Q2	$48.6M	Sell	1,412,968 -4,800	-0.3%	-$158K	0.04%	396
2019 Q1	$49.3M	Hold	1,417,768	–	–	0.05%	385
2018 Q4	$39.4M	Buy	1,417,768 +17,768	+1%	+$556K	0.04%	416
2018 Q3	$51.8M	Hold	1,400,000	–	–	0.05%	411
2018 Q2	$48.6M	Sell	1,400,000 -150,001	-10%	-$5.04M	0.04%	412
2018 Q1	$50.3M	Buy	1,550,001 +50,000	+3%	+$1.65M	0.05%	410
2017 Q4	$48.2M	Buy	1,500,001 +1,300,000	+650%	+$39.6M	0.04%	429
2017 Q3	$6.12M	Hold	200,001	–	–	0.01%	1497
2017 Q2	$5.71M	Hold	200,001	–	–	0.01%	1501
2017 Q1	$5.36M	Hold	200,001	–	–	0.01%	1504
2016 Q4	$4.6M	Hold	200,001	–	–	0.01%	1542
2016 Q3	$5.26M	Buy	+200,001	New	+$5.16M	0.01%	1449

Other funds holding BTEC

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

RJFSA

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

Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

CFGS

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

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

Principal Financial Group's BTEC Position: Q2 2024 in Review

Principal Financial Group sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q2 2024, closing a stake of 700,000 shares — an estimated $26.7M sold.

Principal Financial Group first reported a position in BTEC in Q3 2016 and held it in 31 quarters. The position peaked at $79.1M in Q4 2020. 20 funds tracked by Wall St. Rank hold BTEC as of Q2 2024.

Principal Financial Group reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q2 2024 after selling out during the quarter.
Principal Financial Group sold 700,000 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q2 2024, an estimated $26.7M.
Principal Financial Group first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q3 2016 and held it in 31 quarters.
Principal Financial Group's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $79.1M in Q4 2020.
20 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q2 2024.

Based on Principal Financial Group's 13F filing for Q2 2024, filed 29 Jul 2024.