Envestnet Asset Management
BCHP icon

Envestnet Asset Management’s Principal Focused Blue Chip ETF BCHP Stock Holding History

Envestnet Asset 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 		$139M Buy
3,842,578
+92,103
+2% +$3.37M 0.03% 457
2026
Q1 		$123M Buy
3,750,475
+380,311
+11% +$13.4M 0.03% 465
2025
Q4 		$126M Buy
3,370,164
+522,821
+18% +$19.6M 0.04% 430
2025
Q3 		$107M Buy
2,847,343
+703,559
+33% +$26.4M 0.03% 485
2025
Q2 		$78.5M Sell
2,143,784
-66,581
-3% -$2.26M 0.02% 584
2025
Q1 		$71.3M Buy
2,210,365
+716,575
+48% +$24.5M 0.02% 578
2024
Q4 		$50.8M Buy
1,493,790
+34,959
+2% +$1.19M 0.02% 714
2024
Q3 		$48.2M Buy
1,458,831
+773,127
+113% +$24.8M 0.02% 736
2024
Q2 		$22.1M Buy
685,704
+117,995
+21% +$3.69M 0.01% 1073
2024
Q1 		$17.7M Buy
567,709
+55,295
+11% +$1.65M 0.01% 1178
2023
Q4 		$14.6M Buy
+512,414
New +$13.5M 0.01% 1209

Other funds holding BCHP

PS
Principal Securities Des Moines, Iowa $8.31B AUM 21.94% 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
CWM
Concentrum Wealth Management San Jose, California $418M AUM 40.93% 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

Envestnet Asset Management's BCHP Position: Q2 2026 in Review

Envestnet Asset Management increased its Principal Focused Blue Chip ETF (BCHP) stake by 2.5% in Q2 2026, buying an estimated $3.37M and bringing the position to 3,842,578 shares worth $139M. The position accounts for 0.03% of the portfolio, ranked #457.

Envestnet Asset Management first reported a position in BCHP in Q4 2023 and has held it in 11 quarters since. 15 funds tracked by Wall St. Rank hold BCHP as of Q2 2026.

  • Envestnet Asset Management held 3,842,578 shares of Principal Focused Blue Chip ETF worth $139M as of Q2 2026.
  • Envestnet Asset Management bought 92,103 Principal Focused Blue Chip ETF shares in Q2 2026, an estimated $3.37M.
  • Principal Focused Blue Chip ETF made up 0.03% of Envestnet Asset Management's portfolio in Q2 2026, its #457 holding.
  • Envestnet Asset Management first reported a position in Principal Focused Blue Chip ETF in Q4 2023 and has held it in 11 quarters since.
  • 15 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.