AssetMark Inc
BCHP icon

AssetMark Inc’s Principal Focused Blue Chip ETF BCHP Stock Holding History

AssetMark Inc’s Portfolio BCHP Stock Details BCHP Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		– Sell
-104
Closed -$3.9K – 3449
2025
Q4 		$3.9K Buy
+104
New +$3.9K ﹤0.01% 2551

Other funds holding BCHP

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $2.96B AUM 25.11% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concentrum Wealth Management San Jose, California $418M AUM 40.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AssetMark Inc's BCHP Position: Q1 2026 in Review

AssetMark Inc sold out of Principal Focused Blue Chip ETF (BCHP) in Q1 2026, closing a stake of 104 shares — an estimated $3.9K sold.

AssetMark Inc first reported a position in BCHP in Q4 2025 and held it in 1 quarter. The position peaked at $3.9K in Q4 2025. 11 funds tracked by Wall St. Rank hold BCHP as of Q1 2026.

  • AssetMark Inc reported no remaining Principal Focused Blue Chip ETF position as of Q1 2026 after selling out during the quarter.
  • AssetMark Inc sold 104 Principal Focused Blue Chip ETF shares in Q1 2026, an estimated $3.9K.
  • AssetMark Inc first reported a position in Principal Focused Blue Chip ETF in Q4 2025 and held it in 1 quarter.
  • AssetMark Inc's Principal Focused Blue Chip ETF position peaked at $3.9K in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.