NLP
BCHP icon

Next Level Private’s Principal Focused Blue Chip ETF BCHP Stock Holding History

Next Level Private’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
-28,387
Closed -$1.06M – 176
2025
Q4 		$1.06M Buy
+28,387
New +$1.07M 0.28% 63

Other funds holding BCHP

PS
Principal Securities Des Moines, Iowa $6.82B AUM 17.15% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SW
Simplicity Wealth Summit, New Jersey $1.76B AUM 20.49% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
CWM
Concentrum Wealth Management San Jose, California $339M AUM 26.77% 1-Year Est. Return
CA
CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Next Level Private's BCHP Position: Q1 2026 in Review

Next Level Private sold out of Principal Focused Blue Chip ETF (BCHP) in Q1 2026, closing a stake of 28,387 shares — an estimated $1.06M sold.

Next Level Private first reported a position in BCHP in Q4 2025 and held it in 1 quarter. The position peaked at $1.06M in Q4 2025. 11 funds tracked by Wall St. Rank hold BCHP as of Q1 2026.

  • Next Level Private reported no remaining Principal Focused Blue Chip ETF position as of Q1 2026 after selling out during the quarter.
  • Next Level Private sold 28,387 Principal Focused Blue Chip ETF shares in Q1 2026, an estimated $1.06M.
  • Next Level Private first reported a position in Principal Focused Blue Chip ETF in Q4 2025 and held it in 1 quarter.
  • Next Level Private's Principal Focused Blue Chip ETF position peaked at $1.06M in Q4 2025.
  • 11 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q1 2026.

Based on Next Level Private's 13F filing for Q1 2026, filed 23 Apr 2026.