Simplicity Wealth’s Principal Focused Blue Chip ETF BCHP Stock Holding History

Simplicity Wealth’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	$490K	Sell	13,067 -213	-2%	-$8.03K	0.01%	670
2026 Q2	$480K	Sell	13,280 -9	-0.1%	-$330	0.02%	664
2026 Q1	$435K	Buy	13,289 +1,089	+9%	+$38.5K	0.02%	489
2025 Q4	$457K	Buy	12,200 +538	+5%	+$20.2K	0.03%	455
2025 Q3	$439K	Sell	11,662 -2,182	-16%	-$81.8K	0.03%	475
2025 Q2	$507K	Buy	+13,844	New	+$469K	0.02%	452

Other funds holding BCHP

Principal Securities Des Moines, Iowa $8.59B AUM 15.31% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Concentrum Wealth Management San Jose, California $476M AUM 37.82% 1-Year Est. Return

Jane Street New York $1.19T AUM 51.51% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

HRT Financial New York $57.2B AUM 52.85% 1-Year Est. Return

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

CoreCap Advisors Southfield, Michigan $3.48B AUM 21.43% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $83.6B AUM 19.78% 1-Year Est. Return

Simplicity Wealth's BCHP Position: Q3 2026 in Review

Simplicity Wealth reduced its Principal Focused Blue Chip ETF (BCHP) stake by 1.6% in Q3 2026, selling an estimated $8.03K and leaving 13,067 shares worth $490K. The position accounts for 0.01% of the portfolio, ranked #670.

Simplicity Wealth first reported a position in BCHP in Q2 2025 and has held it in 6 quarters since. The position peaked at $507K in Q2 2025. 11 funds tracked by Wall St. Rank hold BCHP as of Q3 2026.

Simplicity Wealth held 13,067 shares of Principal Focused Blue Chip ETF worth $490K as of Q3 2026.
Simplicity Wealth sold 213 Principal Focused Blue Chip ETF shares in Q3 2026, an estimated $8.03K.
Principal Focused Blue Chip ETF made up 0.01% of Simplicity Wealth's portfolio in Q3 2026, its #670 holding.
Simplicity Wealth first reported a position in Principal Focused Blue Chip ETF in Q2 2025 and has held it in 6 quarters since.
Simplicity Wealth's Principal Focused Blue Chip ETF position peaked at $507K in Q2 2025.
11 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q3 2026.

Based on Simplicity Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.