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

Principal Securities’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 Q3	–	Sell	-6,563	Closed	-$239K	–	3571
2024 Q2	$239K	Buy	6,563 +380	+6%	+$13.7K	0.01%	973
2024 Q1	$235K	Sell	6,183 -149	-2%	-$5.53K	0.01%	952
2023 Q4	$230K	Buy	+6,332	New	+$189K	0.01%	892

Principal Securities's BTEC Position: Q3 2024 in Review

Principal Securities sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2024, closing a stake of 6,563 shares — an estimated $239K sold.

Principal Securities first reported a position in BTEC in Q4 2023 and held it in 3 quarters. The position peaked at $239K in Q2 2024. 0 funds tracked by Wall St. Rank hold BTEC as of Q3 2024.

Principal Securities reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2024 after selling out during the quarter.
Principal Securities sold 6,563 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2024, an estimated $239K.
Principal Securities first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2023 and held it in 3 quarters.
Principal Securities's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $239K in Q2 2024.
0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.