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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
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

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 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

Simplicity Wealth's BCHP Position: Q2 2026 in Review

Simplicity Wealth reduced its Principal Focused Blue Chip ETF (BCHP) stake by 0.07% in Q2 2026, selling an estimated $330 and leaving 13,280 shares worth $480K. The position accounts for 0.02% of the portfolio, ranked #664.

Simplicity Wealth first reported a position in BCHP in Q2 2025 and has held it in 5 quarters since. The position peaked at $507K in Q2 2025. 15 funds tracked by Wall St. Rank hold BCHP as of Q2 2026.

  • Simplicity Wealth held 13,280 shares of Principal Focused Blue Chip ETF worth $480K as of Q2 2026.
  • Simplicity Wealth sold 9 Principal Focused Blue Chip ETF shares in Q2 2026, an estimated $330.
  • Principal Focused Blue Chip ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #664 holding.
  • Simplicity Wealth first reported a position in Principal Focused Blue Chip ETF in Q2 2025 and has held it in 5 quarters since.
  • Simplicity Wealth's Principal Focused Blue Chip ETF position peaked at $507K in Q2 2025.
  • 15 funds tracked by Wall St. Rank held Principal Focused Blue Chip ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.