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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
| $41.3M | -$1.83M | -50,000 | -4% |
|
| 2 |
RJA
2
Raymond James & Associates
St Petersburg,
Florida
| $931K | +$41.5K | +1,137 | +4% |
|
| 3 |
3
Citadel Advisors
Miami,
Florida
| $643K | +$29.3K | +802 | +4% |
|
| 4 |
4
Osaic Holdings
Scottsdale,
Arizona
| $61K | +$69.9K | +1,915 | New |
|
| 5 |
CFA
5
Carroll Financial Associates
Charlotte,
North Carolina
| $28K | +$32.6K | +894 | New |
|
| 6 |
VCP
6
Verus Capital Partners
Scottsdale,
Arizona
| $17K | +$19.9K | +544 | New |
|
| 7 |
7
Carson Wealth (CWM LLC)
Omaha,
Nebraska
| $10K | – | – | – |
|
| 8 |
8
UBS Group
Zurich,
Switzerland
| $6K | -$6.46K | -177 | -50% |
|
| 9 |
9
Wells Fargo
San Francisco,
California
| $1K | +$1.06K | +29 | New |
|
| 10 |
PA
10
PSI Advisors
Tampa,
Florida
| – | -$168K | -4,360 | Closed |
|
| 11 |
RIA
11
Realta Investment Advisors
Wilmington,
Delaware
| – | -$10K | -254 | Closed |
|