Raymond James & Associates’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Raymond James & Associates’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	-5,117	Closed	-$203K	–	4256
2022 Q1	$203K	Sell	5,117 -5,478	-52%	-$216K	﹤0.01%	3664
2021 Q4	$501K	Buy	10,595 +997	+10%	+$51.4K	﹤0.01%	3083
2021 Q3	$524K	Buy	9,598 +114	+1%	+$6.45K	﹤0.01%	3029
2021 Q2	$577K	Sell	9,484 -50,013	-84%	-$2.87M	﹤0.01%	2985
2021 Q1	$3.44M	Buy	59,497 +3,384	+6%	+$212K	﹤0.01%	1672
2020 Q4	$3.29M	Buy	56,113 +424	+0.8%	+$22.9K	﹤0.01%	1580
2020 Q3	$2.65M	Buy	55,689 +17,426	+46%	+$791K	﹤0.01%	1582
2020 Q2	$1.71M	Buy	38,263 +8,658	+29%	+$346K	﹤0.01%	1832
2020 Q1	$931K	Buy	29,605 +1,137	+4%	+$41.5K	﹤0.01%	2023
2019 Q4	$1.1M	Sell	28,468 -305	-1%	-$10.7K	﹤0.01%	2222
2019 Q3	$877K	Buy	+28,773	New	+$955K	﹤0.01%	2267

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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 $773M AUM 21.98% 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 $377B AUM 19.32% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $109B AUM 21.36% 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

Raymond James & Associates's BTEC Position: Q2 2022 in Review

Raymond James & Associates sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q2 2022, closing a stake of 5,117 shares — an estimated $203K sold.

Raymond James & Associates first reported a position in BTEC in Q3 2019 and held it in 11 quarters. The position peaked at $3.44M in Q1 2021. 23 funds tracked by Wall St. Rank hold BTEC as of Q2 2022.

Raymond James & Associates reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q2 2022 after selling out during the quarter.
Raymond James & Associates sold 5,117 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q2 2022, an estimated $203K.
Raymond James & Associates first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q3 2019 and held it in 11 quarters.
Raymond James & Associates's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $3.44M in Q1 2021.
23 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q2 2022.

Based on Raymond James & Associates's 13F filing for Q2 2022, filed 12 Aug 2022.