Stifel Financial’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Stifel Financial’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
2023 Q3	–	Sell	-6,584	Closed	-$237K	–	3424
2023 Q2	$237K	Sell	6,584 -111	-2%	-$3.98K	﹤0.01%	2959
2023 Q1	$222K	Sell	6,695 -34	-0.5%	-$1.18K	﹤0.01%	2991
2022 Q4	$226K	Sell	6,729 -71	-1%	-$2.4K	﹤0.01%	2921
2022 Q3	$234K	Hold	6,800	–	–	﹤0.01%	2865
2022 Q2	$219K	Sell	6,800 -43	-0.6%	-$1.44K	﹤0.01%	2944
2022 Q1	$271K	Buy	6,843 +262	+4%	+$10.4K	﹤0.01%	2946
2021 Q4	$311K	Buy	6,581 +2,773	+73%	+$143K	﹤0.01%	2890
2021 Q3	$208K	Buy	3,808 +167	+5%	+$9.44K	﹤0.01%	3116
2021 Q2	$222K	Buy	+3,641	New	+$209K	﹤0.01%	3091

Other funds holding BTEC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

ECA

Elevated Capital Advisors Sandy, Utah $397M AUM 11.67% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return

Stifel Financial's BTEC Position: Q3 2023 in Review

Stifel Financial sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2023, closing a stake of 6,584 shares — an estimated $237K sold.

Stifel Financial first reported a position in BTEC in Q2 2021 and held it in 9 quarters. The position peaked at $311K in Q4 2021. 23 funds tracked by Wall St. Rank hold BTEC as of Q3 2023.

Stifel Financial reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2023 after selling out during the quarter.
Stifel Financial sold 6,584 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2023, an estimated $237K.
Stifel Financial first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q2 2021 and held it in 9 quarters.
Stifel Financial's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $311K in Q4 2021.
23 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2023.

Based on Stifel Financial's 13F filing for Q3 2023, filed 13 Nov 2023.