UB
BTEC

UMB Bank’s Principal Exchange-Traded Funds Principal Healthcare Innovators ETF BTEC Stock Holding History

UMB Bank’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
2024
Q1 		– Sell
-386
Closed -$14K – 2205
2023
Q4 		$14K Buy
+386
New +$11.5K ﹤0.01% 1185

Other funds holding BTEC

Principal Financial Group
Principal Financial Group Des Moines, Iowa $187B AUM 18.48% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
PA
PSI Advisors Tampa, Florida $418M AUM 15.55% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
CFGS
Concourse Financial Group Securities Birmingham, Alabama $1.77B AUM 17.37% 1-Year Est. Return

UMB Bank's BTEC Position: Q1 2024 in Review

UMB Bank sold out of Principal Exchange-Traded Funds Principal Healthcare Innovators ETF (BTEC) in Q1 2024, closing a stake of 386 shares — an estimated $14K sold.

UMB Bank first reported a position in BTEC in Q4 2023 and held it in 1 quarter. The position peaked at $14K in Q4 2023. 21 funds tracked by Wall St. Rank hold BTEC as of Q1 2024.

  • UMB Bank reported no remaining Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position as of Q1 2024 after selling out during the quarter.
  • UMB Bank sold 386 Principal Exchange-Traded Funds Principal Healthcare Innovators ETF shares in Q1 2024, an estimated $14K.
  • UMB Bank first reported a position in Principal Exchange-Traded Funds Principal Healthcare Innovators ETF in Q4 2023 and held it in 1 quarter.
  • UMB Bank's Principal Exchange-Traded Funds Principal Healthcare Innovators ETF position peaked at $14K in Q4 2023.
  • 21 funds tracked by Wall St. Rank held Principal Exchange-Traded Funds Principal Healthcare Innovators ETF as of Q1 2024.

Based on UMB Bank's 13F filing for Q1 2024, filed 26 Apr 2024.