PA
GENY

PSI Advisors’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

PSI Advisors’s Portfolio GENY Stock Details GENY Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q4 		– Sell
-253
Closed -$10.1K – 903
2023
Q3 		$10.1K Hold
253
– – ﹤0.01% 489
2023
Q2 		$10.8K Hold
253
– – ﹤0.01% 474
2023
Q1 		$10.8K Hold
253
– – 0.01% 420
2022
Q4 		$9.7K Buy
253
+1
+0.4% +$37 0.01% 431
2022
Q3 		$9K Hold
252
– – ﹤0.01% 452
2022
Q2 		$10K Buy
252
+1
+0.4% +$43 ﹤0.01% 467
2022
Q1 		$12K Buy
251
+1
+0.4% +$51 ﹤0.01% 453
2021
Q4 		$14K Hold
250
– – 0.01% 461
2021
Q3 		$15K Buy
+250
New +$15.9K 0.01% 438
2020
Q1 		– Sell
-125
Closed -$5K – 650
2019
Q4 		$5K Buy
+125
New +$4.93K ﹤0.01% 558

Other funds holding GENY

IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

PSI Advisors's GENY Position: Q4 2023 in Review

PSI Advisors sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q4 2023, closing a stake of 253 shares — an estimated $10.1K sold.

PSI Advisors first reported a position in GENY in Q4 2019 and held it in 10 quarters. The position peaked at $15K in Q3 2021. 1 fund tracked by Wall St. Rank holds GENY as of Q4 2023.

  • PSI Advisors reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q4 2023 after selling out during the quarter.
  • PSI Advisors sold 253 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q4 2023, an estimated $10.1K.
  • PSI Advisors first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q4 2019 and held it in 10 quarters.
  • PSI Advisors's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $15K in Q3 2021.
  • 1 fund tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q4 2023.

Based on PSI Advisors's 13F filing for Q4 2023, filed 1 Feb 2024.