Raymond James Financial Services Advisors’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q3 | – | Sell |
-11,297
| Closed | -$412K | – | 3588 |
|
|
2024
Q2 | $412K | Buy |
11,297
+15
| +0.1% | +$541 | ﹤0.01% | 2672 |
|
|
2024
Q1 | $429K | Buy |
11,282
+2,008
| +22% | +$74.6K | ﹤0.01% | 2622 |
|
|
2023
Q4 | $337K | Sell |
9,274
-4,429
| -32% | -$132K | ﹤0.01% | 2663 |
|
|
2023
Q3 | $413K | Sell |
13,703
-32
| -0.2% | -$1.07K | ﹤0.01% | 2440 |
|
|
2023
Q2 | $493K | Buy |
13,735
+1,285
| +10% | +$46K | ﹤0.01% | 2362 |
|
|
2023
Q1 | $413K | Sell |
12,450
-1,536
| -11% | -$53.5K | ﹤0.01% | 2456 |
|
|
2022
Q4 | $470K | Buy |
13,986
+1,289
| +10% | +$43.5K | ﹤0.01% | 2299 |
|
|
2022
Q3 | $436K | Sell |
12,697
-2,130
| -14% | -$77.4K | ﹤0.01% | 2336 |
|
|
2022
Q2 | $478K | Sell |
14,827
-1,233
| -8% | -$41.2K | ﹤0.01% | 2307 |
|
|
2022
Q1 | $636K | Buy |
16,060
+579
| +4% | +$22.9K | ﹤0.01% | 2232 |
|
|
2021
Q4 | $732K | Sell |
15,481
-4,347
| -22% | -$224K | ﹤0.01% | 2150 |
|
|
2021
Q3 | $1.08M | Buy |
19,828
+7,237
| +57% | +$409K | ﹤0.01% | 1901 |
|
|
2021
Q2 | $767K | Buy |
12,591
+2,593
| +26% | +$149K | ﹤0.01% | 2119 |
|
|
2021
Q1 | $579K | Buy |
9,998
+380
| +4% | +$23.8K | ﹤0.01% | 2195 |
|
|
2020
Q4 | $565K | Buy |
9,618
+785
| +9% | +$42.4K | ﹤0.01% | 2066 |
|
|
2020
Q3 | $421K | Buy |
8,833
+1,146
| +15% | +$52K | ﹤0.01% | 2084 |
|
|
2020
Q2 | $343K | Buy |
+7,687
| New | +$307K | ﹤0.01% | 2157 |
|
Raymond James Financial Services Advisors's BTEC Position: Q3 2024 in Review
Raymond James Financial Services Advisors sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2024, closing a stake of 11,297 shares — an estimated $412K sold.
Raymond James Financial Services Advisors first reported a position in BTEC in Q2 2020 and held it in 17 quarters. The position peaked at $1.08M in Q3 2021. 0 funds tracked by Wall St. Rank hold BTEC as of Q3 2024.
- Raymond James Financial Services Advisors reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2024 after selling out during the quarter.
- Raymond James Financial Services Advisors sold 11,297 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2024, an estimated $412K.
- Raymond James Financial Services Advisors first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q2 2020 and held it in 17 quarters.
- Raymond James Financial Services Advisors's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $1.08M in Q3 2021.
- 0 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2024.
Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.