Psi Advisors, LLC Principal ETF Principal Health Transaction History

Psi Advisors, LLC

$338 Million
Q3 2024

Shares

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 23, 2024	SELL	$33.52 - $37.72 $9,754 - $10,976	-291 Reduced 5.6%	4,908 $178,000
Q4 2023 Feb 01, 2024	SELL	$26.01 - $37.09 $1,222 - $1,743	-47 Reduced 0.9%	5,199 $188,000
Q3 2023 Oct 13, 2023	SELL	$29.59 - $36.66 $9,498 - $11,767	-321 Reduced 5.77%	5,246 $158,000
Q1 2023 Apr 25, 2023	BUY	$31.99 - $37.9 $3,135 - $3,714	98 Added 1.79%	5,567 $184,000
Q4 2022 Jan 19, 2023	SELL	$31.95 - $35.3 $18,658 - $20,615	-584 Reduced 9.65%	5,469 $0
Q3 2022 Oct 20, 2022	SELL	N/A	-479 Reduced 7.33%	6,053 $208,000
Q2 2022 Jul 18, 2022	SELL	N/A	-190 Reduced 2.83%	6,532 $210,000
Q1 2022 Apr 20, 2022	BUY	N/A	65 Added 0.98%	6,722 $266,000
Q4 2021 Feb 11, 2022	BUY	N/A	180 Added 2.78%	6,657 $315,000
Q3 2021 Nov 12, 2021	BUY	N/A	571 Added 9.67%	6,477 $354,000
Q2 2021 Aug 10, 2021	BUY	N/A	610 Added 11.52%	5,906 $359,000
Q1 2021 May 11, 2021	BUY	N/A	770 Added 17.01%	5,296 $306,000
Q4 2020 Feb 08, 2021	BUY	N/A	223 Added 5.18%	4,526 $265,000
Q2 2020 Aug 04, 2020	BUY	N/A	4,303 New	4,303 $10.1 Million
Q1 2020 May 15, 2020	SELL	N/A	-4,360 Closed	0 $0
Q4 2019 Feb 13, 2020	BUY	N/A	4,360 New	4,360 $168,000

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

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