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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
| $43.1M | – | – | – |
|
| 2 |
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $877K | +$955K | +28,773 | New |
|
| 3 |
3
Citadel Advisors
Miami,
Florida
| $633K | -$911K | -27,467 | -57% |
|
| 4 |
AG
4
Advisor Group
Phoenix,
Arizona
| $34K | -$5.41K | -163 | -13% |
|
| 5 |
LTFS
5
Ladenburg Thalmann Financial Services
Miami,
Florida
| $14K | – | – | – |
|
| 6 |
RIA
6
Realta Investment Advisors
Wilmington,
Delaware
| $10K | -$32.1K | -968 | -75% |
|
| 7 |
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $10K | +$2.99K | +90 | +40% |
|
| 9 |
APA
9
American Portfolios Advisors
Holbrook,
New York
| – | -$50.5K | -1,480 | Closed |
|
| 10 |
MWM
10
Meridian Wealth Management
Lexington,
Kentucky
| – | -$25.6K | -750 | Closed |
|