Tower Research Capital (TRC)’s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF GENY Stock Holding History

Tower Research Capital (TRC)’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
2023 Q3	–	Sell	-232	Closed	-$9.93K	–	6387
2023 Q2	$9.93K	Sell	232 -1	-0.4%	-$42	﹤0.01%	4194
2023 Q1	$10K	Sell	233 -15	-6%	-$641	﹤0.01%	4447
2022 Q4	$10K	Sell	248 -138	-36%	-$5.04K	﹤0.01%	4128
2022 Q3	$13K	Sell	386 -76	-16%	-$2.99K	﹤0.01%	4308
2022 Q2	$18K	Sell	462 -571	-55%	-$24.6K	﹤0.01%	3929
2022 Q1	$50K	Buy	+1,033	New	+$53K	﹤0.01%	2738

Other funds holding GENY

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

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

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

CIAS

Capital Investment Advisory Services Raleigh, North Carolina $1.62B AUM 27.01% 1-Year Est. Return

GRP

Global Retirement Partners San Rafael, California $5.64B AUM

CAS

Coppell Advisory Solutions Coppell, Texas $170M AUM 13.42% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Tower Research Capital (TRC)'s GENY Position: Q3 2023 in Review

Tower Research Capital (TRC) sold out of Principal Exchange-Traded Funds Principal Millennial Global Growth ETF (GENY) in Q3 2023, closing a stake of 232 shares — an estimated $9.93K sold.

Tower Research Capital (TRC) first reported a position in GENY in Q1 2022 and held it in 6 quarters. The position peaked at $50K in Q1 2022. 16 funds tracked by Wall St. Rank hold GENY as of Q3 2023.

Tower Research Capital (TRC) reported no remaining Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position as of Q3 2023 after selling out during the quarter.
Tower Research Capital (TRC) sold 232 Principal Exchange-Traded Funds Principal Millennial Global Growth ETF shares in Q3 2023, an estimated $9.93K.
Tower Research Capital (TRC) first reported a position in Principal Exchange-Traded Funds Principal Millennial Global Growth ETF in Q1 2022 and held it in 6 quarters.
Tower Research Capital (TRC)'s Principal Exchange-Traded Funds Principal Millennial Global Growth ETF position peaked at $50K in Q1 2022.
16 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Millennial Global Growth ETF as of Q3 2023.

Based on Tower Research Capital (TRC)'s 13F filing for Q3 2023, filed 14 Nov 2023.