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
Q3 		– Sell
-17,563
Closed -$635K – 6316
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

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
Concentrum Wealth Management
Concentrum Wealth Management San Jose, California $476M AUM 37.82% 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

LPL Financial's BCHP Position: Q3 2026 in Review

LPL Financial sold out of Principal Focused Blue Chip ETF (BCHP) in Q3 2026, closing a stake of 17,563 shares — an estimated $635K sold.

LPL Financial first reported a position in BCHP in Q1 2025 and held it in 4 quarters. The position peaked at $635K in Q2 2026. 11 funds tracked by Wall St. Rank hold BCHP as of Q3 2026.

  • LPL Financial reported no remaining Principal Focused Blue Chip ETF position as of Q3 2026 after selling out during the quarter.
  • LPL Financial sold 17,563 Principal Focused Blue Chip ETF shares in Q3 2026, an estimated $635K.
  • LPL Financial first reported a position in Principal Focused Blue Chip ETF in Q1 2025 and held it in 4 quarters.
  • LPL Financial's Principal Focused Blue Chip ETF position peaked at $635K in Q2 2026.
  • 11 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.