Concentrum Wealth Management
BCHP icon

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
Q3 		$433K Buy
11,562
+631
+6% +$23.8K 0.09% 83
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

Principal Securities
Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Simplicity Wealth
Simplicity Wealth Summit, New Jersey $3.43B AUM 16.22% 1-Year Est. Return
Jane Street
Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
HRT Financial
HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
CoreCap Advisors
CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Concentrum Wealth Management's BCHP Position: Q3 2026 in Review

Concentrum Wealth Management increased its Principal Focused Blue Chip ETF (BCHP) stake by 5.8% in Q3 2026, buying an estimated $23.8K and bringing the position to 11,562 shares worth $433K. The position accounts for 0.09% of the portfolio, ranked #83.

Concentrum Wealth Management first reported a position in BCHP in Q1 2026 and has held it in 3 quarters since. 11 funds tracked by Wall St. Rank hold BCHP as of Q3 2026.

  • Concentrum Wealth Management held 11,562 shares of Principal Focused Blue Chip ETF worth $433K as of Q3 2026.
  • Concentrum Wealth Management bought 631 Principal Focused Blue Chip ETF shares in Q3 2026, an estimated $23.8K.
  • Principal Focused Blue Chip ETF made up 0.09% of Concentrum Wealth Management's portfolio in Q3 2026, its #83 holding.
  • Concentrum Wealth Management first reported a position in Principal Focused Blue Chip ETF in Q1 2026 and has held it in 3 quarters since.
  • 11 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q3 2026.

Based on Concentrum Wealth Management's 13F filing for Q3 2026, filed 9 Nov 2026.