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

Professional Financial 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
2021 Q4	–	Sell	-50	Closed	-$3K	–	490
2021 Q3	$3K	Hold	50	–	–	﹤0.01%	362
2021 Q2	$3K	Hold	50	–	–	﹤0.01%	360
2021 Q1	$3K	Buy	+50	New	+$3.13K	﹤0.01%	317

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

Professional Financial Advisors's BTEC Position: Q4 2021 in Review

Professional Financial Advisors sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q4 2021, closing a stake of 50 shares — an estimated $3K sold.

Professional Financial Advisors first reported a position in BTEC in Q1 2021 and held it in 3 quarters. The position peaked at $3K in Q3 2021. 33 funds tracked by Wall St. Rank hold BTEC as of Q4 2021.

Professional Financial Advisors reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q4 2021 after selling out during the quarter.
Professional Financial Advisors sold 50 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q4 2021, an estimated $3K.
Professional Financial Advisors first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q1 2021 and held it in 3 quarters.
Professional Financial Advisors's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $3K 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 Professional Financial Advisors's 13F filing for Q4 2021, filed 18 Jan 2022.