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Concentrum Wealth Management’s Principal Focused Blue Chip ETF BCHP Stock Holding History

Concentrum Wealth Management’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
Q2 		$395K Buy
10,931
+3,179
+41% +$116K 0.09% 82
2026
Q1 		$254K Buy
+7,752
New +$274K 0.07% 93

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 $369B AUM 28.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.91% 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 $1.28T AUM 58.89% 1-Year Est. Return
Jane Street
Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Concentrum Wealth Management's BCHP Position: Q2 2026 in Review

Concentrum Wealth Management increased its Principal Focused Blue Chip ETF (BCHP) stake by 41% in Q2 2026, buying an estimated $116K and bringing the position to 10,931 shares worth $395K. The position accounts for 0.09% of the portfolio, ranked #82.

Concentrum Wealth Management first reported a position in BCHP in Q1 2026 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold BCHP as of Q2 2026.

  • Concentrum Wealth Management held 10,931 shares of Principal Focused Blue Chip ETF worth $395K as of Q2 2026.
  • Concentrum Wealth Management bought 3,179 Principal Focused Blue Chip ETF shares in Q2 2026, an estimated $116K.
  • Principal Focused Blue Chip ETF made up 0.09% of Concentrum Wealth Management's portfolio in Q2 2026, its #82 holding.
  • Concentrum Wealth Management first reported a position in Principal Focused Blue Chip ETF in Q1 2026 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q2 2026.

Based on Concentrum Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.