Commonwealth Equity Services’s Principal Focused Blue Chip ETF BCHP Stock Holding History

Commonwealth Equity Services’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 Q3	$890K	Buy	23,739 +287	+1%	+$10.8K	﹤0.01%	2756
2026 Q2	$848K	Sell	23,452 -80,998	-78%	-$2.97M	﹤0.01%	2844
2026 Q1	$3.42M	Buy	104,450 +3,161	+3%	+$112K	﹤0.01%	1606
2025 Q4	$3.8M	Buy	101,289 +3,217	+3%	+$121K	0.01%	1515
2025 Q3	$3.69M	Buy	98,072 +68,136	+228%	+$2.55M	﹤0.01%	1565
2025 Q2	$1.1M	Buy	29,936 +2,980	+11%	+$101K	﹤0.01%	2489
2025 Q1	$869K	Buy	26,956 +3,373	+14%	+$115K	﹤0.01%	2576
2024 Q4	$802K	Buy	23,583 +5,148	+28%	+$175K	﹤0.01%	2573
2024 Q3	$609K	Buy	18,435 +104	+0.6%	+$3.34K	﹤0.01%	2738
2024 Q2	$590K	Buy	18,331 +7,722	+73%	+$241K	﹤0.01%	2697
2024 Q1	$332K	Buy	10,609 +2,366	+29%	+$70.6K	﹤0.01%	3180
2023 Q4	$235K	Buy	+8,243	New	+$218K	﹤0.01%	3376

Other funds holding BCHP

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return

Concentrum Wealth Management San Jose, California $476M AUM 37.82% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Commonwealth Equity Services's BCHP Position: Q3 2026 in Review

Commonwealth Equity Services increased its Principal Focused Blue Chip ETF (BCHP) stake by 1.2% in Q3 2026, buying an estimated $10.8K and bringing the position to 23,739 shares worth $890K. The position accounts for ﹤0.01% of the portfolio, ranked #2756.

Commonwealth Equity Services first reported a position in BCHP in Q4 2023 and has held it in 12 quarters since. The position peaked at $3.8M in Q4 2025. 11 funds tracked by Wall St. Rank hold BCHP as of Q3 2026.

Commonwealth Equity Services held 23,739 shares of Principal Focused Blue Chip ETF worth $890K as of Q3 2026.
Commonwealth Equity Services bought 287 Principal Focused Blue Chip ETF shares in Q3 2026, an estimated $10.8K.
Principal Focused Blue Chip ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q3 2026, its #2756 holding.
Commonwealth Equity Services first reported a position in Principal Focused Blue Chip ETF in Q4 2023 and has held it in 12 quarters since.
Commonwealth Equity Services's Principal Focused Blue Chip ETF position peaked at $3.8M in Q4 2025.
11 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q3 2026.

Based on Commonwealth Equity Services's 13F filing for Q3 2026, filed 2 Nov 2026.