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BTEC
Principal Exchange-Traded Funds Principal Healthcare Innovators ETF
BTEC
BTEC
Delisted
BTEC was delisted on the 31st of July, 2024.
New
Increased
Maintained
Reduced
Closed
Mega AUM
Over $200B
Large AUM
$10B to $200B
Mid AUM
$2B to $10B
Small AUM
$250M to $2B
Micro AUM
Under $250M
Less than 10%
Less than 20%
Less than 40%
Less than 60%
Less than 80%
| # | Name | Holding | Trade Value |
Shares Change |
Change in Stake |
|
|---|---|---|---|---|---|---|
| 26 |
APA
26
American Portfolios Advisors
Holbrook,
New York
| $7.81K | +$8.09K | +143 | New |
|
| 27 |
GRP
27
Global Retirement Partners
San Rafael,
California
| $4K | -$27.7K | -490 | -88% |
|
| 28 |
PFA
28
Professional Financial Advisors
North Platte,
Nebraska
| $3K | – | – | – |
|
| 29 |
LFG
29
Larson Financial Group
St Louis,
Missouri
| $2K | – | – | – |
|
| 30 |
SL
30
Systelligence LLC
Bloomington,
Minnesota
| – | -$2.04M | -33,460 | Closed |
|
| 31 |
KAS
31
Kestra Advisory Services
Austin,
Texas
| – | -$1.89M | -31,088 | Closed |
|
| 32 |
CWM
32
Cornerstone Wealth Management
St. Peters,
Missouri
| – | -$1.07M | -17,506 | Closed |
|
| 33 |
WCM
33
WealthBridge Capital Management
Westerville,
Ohio
| – | -$223K | -3,665 | Closed |
|
| 34 |
EVM
34
Eaton Vance Management
Boston,
Massachusetts
| – | -$3K | -55 | Closed |
|
| 35 |
35
Fidelity Investments
Boston,
Massachusetts
| – | +$509 | +9 | New |
|