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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 |
|
|---|---|---|---|---|---|---|
| 1 |
1
Principal Financial Group
Des Moines,
Iowa
| $48.6M | -$158K | -4,800 | -0.3% |
|
| 2 |
2
Citadel Advisors
Miami,
Florida
| $1.63M | +$1.05M | +31,780 | +197% |
|
| 3 |
APA
3
American Portfolios Advisors
Holbrook,
New York
| $50.5K | – | – | – |
|
| 4 |
AG
4
Advisor Group
Phoenix,
Arizona
| $44K | – | – | – |
|
| 5 |
RIA
5
Realta Investment Advisors
Wilmington,
Delaware
| $43K | +$42.5K | +1,288 | New |
|
| 6 |
MWM
6
Meridian Wealth Management
Lexington,
Kentucky
| $25.6K | +$24.8K | +750 | New |
|
| 7 |
LTFS
7
Ladenburg Thalmann Financial Services
Miami,
Florida
| $15K | +$14.9K | +450 | New |
|
| 8 |
8
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
| 9 |
9
UBS Group
Zurich,
Switzerland
| $8K | -$5.45K | -165 | -42% |
|
| 10 |
10
LPL Financial
San Diego,
California
| – | -$1.11M | -32,021 | Closed |
|