RIA
GENY

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

Realta Investment 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
2019
Q3 		– Sell
-918
Closed -$36K – 1841
2019
Q2 		$36K Buy
+918
New +$34.8K 0.01% 760

Other funds holding GENY

Principal Financial Group
Principal Financial Group Des Moines, Iowa $204B AUM 27.99% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
GRP
Global Retirement Partners San Rafael, California $6.54B AUM
AG
Advisor Group Phoenix, Arizona $14.5B AUM 28.91% 1-Year Est. Return
LTFS
Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 27.61% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Realta Investment Advisors's GENY Position: Q3 2019 in Review

Realta Investment Advisors sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q3 2019, closing a stake of 918 shares — an estimated $36K sold.

Realta Investment Advisors first reported a position in GENY in Q2 2019 and held it in 1 quarter. The position peaked at $36K in Q2 2019. 7 funds tracked by Wall St. Rank hold GENY as of Q3 2019.

  • Realta Investment Advisors reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q3 2019 after selling out during the quarter.
  • Realta Investment Advisors sold 918 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q3 2019, an estimated $36K.
  • Realta Investment Advisors first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q2 2019 and held it in 1 quarter.
  • Realta Investment Advisors's Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $36K in Q2 2019.
  • 7 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q3 2019.

Based on Realta Investment Advisors's 13F filing for Q3 2019, filed 18 Oct 2019.