Realta Investment Advisors’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Realta Investment 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
2020 Q1	–	Sell	-254	Closed	-$10K	–	1469
2019 Q4	$10K	Sell	254 -66	-21%	-$2.32K	﹤0.01%	1148
2019 Q3	$10K	Sell	320 -968	-75%	-$32.1K	﹤0.01%	1118
2019 Q2	$43K	Buy	+1,288	New	+$42.5K	0.01%	717

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return

RJA

Raymond James & Associates St Petersburg, Florida $164B AUM 33.91% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CFA

Carroll Financial Associates Charlotte, North Carolina $1.88B AUM 20.52% 1-Year Est. Return

VCP

Verus Capital Partners Scottsdale, Arizona $1.46B AUM 27.29% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Realta Investment Advisors's BTEC Position: Q1 2020 in Review

Realta Investment Advisors sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q1 2020, closing a stake of 254 shares — an estimated $10K sold.

Realta Investment Advisors first reported a position in BTEC in Q2 2019 and held it in 3 quarters. The position peaked at $43K in Q2 2019. 9 funds tracked by Wall St. Rank hold BTEC as of Q1 2020.

Realta Investment Advisors reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q1 2020 after selling out during the quarter.
Realta Investment Advisors sold 254 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q1 2020, an estimated $10K.
Realta Investment Advisors first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q2 2019 and held it in 3 quarters.
Realta Investment Advisors's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $43K in Q2 2019.
9 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q1 2020.

Based on Realta Investment Advisors's 13F filing for Q1 2020, filed 23 Apr 2020.