Elevated Capital Advisors, LLC Principal ETF Principal Health Transaction History

Elevated Capital Advisors, LLC

$340 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Jan 09, 2024	BUY	$26.01 - $37.09 $7,803 - $11,127	300 Added 3.76%	8,275 $300,000
Q3 2023 Oct 17, 2023	BUY	$29.59 - $36.66 $13,285 - $16,460	449 Added 5.97%	7,975 $240,000
Q2 2023 Aug 18, 2023	BUY	$32.75 - $37.99 $246,476 - $285,912	7,526 New	7,526 $270,000
Q4 2022 Jan 17, 2023	SELL	$31.95 - $35.3 $236,525 - $261,325	-7,403 Closed	0 $0
Q3 2022 Oct 06, 2022	SELL	N/A	-5,363 Reduced 42.01%	7,403 $254,000
Q1 2022 Apr 20, 2022	BUY	N/A	1,147 Added 9.87%	12,766 $505,000
Q3 2021 Oct 07, 2021	BUY	N/A	474 Added 4.25%	11,619 $635,000
Q1 2021 Apr 21, 2021	BUY	N/A	796 Added 7.69%	11,145 $635,000
Q4 2020 Feb 25, 2021	BUY	N/A	1,254 Added 13.79%	10,349 $608,000
Q3 2020 Nov 27, 2020	BUY	N/A	9,095 New	9,095 $471,000

Others Institutions Holding BTEC

# of Institutions

1

Shares Held

143

Call Options Held

0

Put Options Held

0

American Portfolios Advisors Holbrook, NY

143
Shares

$0
0.0% of portfolio

About PRINCIPAL ETF PRINCIPAL HEALTH

Ticker BTEC
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