Systelligence LLC’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

Systelligence LLC’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
2021 Q3	–	Sell	-33,460	Closed	-$2.04M	–	50
2021 Q2	$2.04M	Sell	33,460 -6,827	-17%	-$391K	0.54%	36
2021 Q1	$2.32M	Sell	40,287 -101,540	-72%	-$6.35M	0.65%	34
2020 Q4	$8.33M	Buy	141,827 +76,668	+118%	+$4.14M	1.78%	21
2020 Q3	$3.1M	Buy	65,159 +20,342	+45%	+$923K	0.94%	36
2020 Q2	$2M	Buy	+44,817	New	+$1.79M	0.65%	44

Other funds holding BTEC

Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 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

MFG

Merit Financial Group Alpharetta, Georgia $16.4B AUM 25.17% 1-Year Est. Return

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

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

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

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

FFG

Fortem Financial Group Palm Desert, California $490M AUM 60.73% 1-Year Est. Return

Systelligence LLC's BTEC Position: Q3 2021 in Review

Systelligence LLC sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q3 2021, closing a stake of 33,460 shares — an estimated $2.04M sold.

Systelligence LLC first reported a position in BTEC in Q2 2020 and held it in 5 quarters. The position peaked at $8.33M in Q4 2020. 31 funds tracked by Wall St. Rank hold BTEC as of Q3 2021.

Systelligence LLC reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q3 2021 after selling out during the quarter.
Systelligence LLC sold 33,460 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q3 2021, an estimated $2.04M.
Systelligence LLC first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q2 2020 and held it in 5 quarters.
Systelligence LLC's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $8.33M in Q4 2020.
31 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q3 2021.

Based on Systelligence LLC's 13F filing for Q3 2021, filed 26 Oct 2021.