LPL Financial
BCHP icon

LPL Financial’s Principal Focused Blue Chip ETF BCHP Stock Holding History

LPL Financial’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 		$635K Buy
17,563
+568
+3% +$20.8K ﹤0.01% 4816
2026
Q1 		$556K Buy
+16,995
New +$600K ﹤0.01% 4667
2025
Q3 		– Sell
-12,922
Closed -$473K – 5818
2025
Q2 		$473K Buy
12,922
+1,032
+9% +$35K ﹤0.01% 4430
2025
Q1 		$383K Buy
+11,890
New +$406K ﹤0.01% 4394

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
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

LPL Financial's BCHP Position: Q2 2026 in Review

LPL Financial increased its Principal Focused Blue Chip ETF (BCHP) stake by 3.3% in Q2 2026, buying an estimated $20.8K and bringing the position to 17,563 shares worth $635K. The position accounts for ﹤0.01% of the portfolio, ranked #4816.

LPL Financial first reported a position in BCHP in Q1 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold BCHP as of Q2 2026.

  • LPL Financial held 17,563 shares of Principal Focused Blue Chip ETF worth $635K as of Q2 2026.
  • LPL Financial bought 568 Principal Focused Blue Chip ETF shares in Q2 2026, an estimated $20.8K.
  • Principal Focused Blue Chip ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #4816 holding.
  • LPL Financial first reported a position in Principal Focused Blue Chip ETF in Q1 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.