MML Investors Services
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MML Investors Services’s Principal Focused Blue Chip ETF BCHP Stock Holding History

MML Investors Services’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
Q1 		– Sell
-5,770
Closed -$216K – 3012
2025
Q4 		$216K Hold
5,770
– – ﹤0.01% 2841
2025
Q3 		$217K Sell
5,770
-1,500
-21% -$56.2K ﹤0.01% 2726
2025
Q2 		$266K Buy
+7,270
New +$246K ﹤0.01% 2501

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
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
CWM
Concentrum Wealth Management San Jose, California $418M AUM 40.93% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

MML Investors Services's BCHP Position: Q1 2026 in Review

MML Investors Services sold out of Principal Focused Blue Chip ETF (BCHP) in Q1 2026, closing a stake of 5,770 shares — an estimated $216K sold.

MML Investors Services first reported a position in BCHP in Q2 2025 and held it in 3 quarters. The position peaked at $266K in Q2 2025. 11 funds tracked by Wall St. Rank hold BCHP as of Q1 2026.

  • MML Investors Services reported no remaining Principal Focused Blue Chip ETF position as of Q1 2026 after selling out during the quarter.
  • MML Investors Services sold 5,770 Principal Focused Blue Chip ETF shares in Q1 2026, an estimated $216K.
  • MML Investors Services first reported a position in Principal Focused Blue Chip ETF in Q2 2025 and held it in 3 quarters.
  • MML Investors Services's Principal Focused Blue Chip ETF position peaked at $266K in Q2 2025.
  • 11 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q1 2026.

Based on MML Investors Services's 13F filing for Q1 2026, filed 4 May 2026.