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BCHP · Principal Focused Blue Chip ETF

Track BCHP — free
$39.00 -0.23 (-0.60%) At close · Aug 14

Price & Indicators

20d MA 50d MA 200d MA Earnings Filing Insider Congress Investor day
Close$39.00 Open$39.25 Day$38.90–39.28 52W close$31.59–39.24 Avg vol 30d32K Short int41K · 1.0d Short vol54% DataJul 2023–Aug 2026

Up next

FQ1-27 quarter ends
~Sep 30, 2026 Est

Equibles Rating

blended score · not investment advice
Overall
Buy
SellHoldBuy
Technical Strong Buy Momentum Very Strong Sentiment Bearish Fundamentals Limited Quant / Vol Very Low
Market backdrop VIX 14.3 · calm Equity put/call 0.52
Technical
price trend
Strong Buy
50 / 200-day cross No cross
Price vs 200-day avg +7%
above
Price vs 50-day avg +5%
above
RSI (14) 63
neutral
MACD trend Positive
52-week position 97%
near high
Volume (OBV) Confirms
volume backs price
Momentum
relative strength
Very Strong
1-month return +6%
trailing
6-month return +15%
trailing
YTD return +4%
this year
Relative strength +1%
vs S&P · 6-mo
Sentiment
smart money
Bearish
Trend (MA cross) No cross
50d $37 › 200d $37 — 50d above 200d
Institutional flow Distributing
-36% holders QoQ · +3 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
▲ +28.9% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
7 holders — mid 3-yr range
Fundamentals
Limited
Not enough data for a confident read.
Quant / Vol
risk profile
Very Low
Volatility 17%
annualized · 1-yr
Max drawdown −18%
past year
ATR 1.3%
of price · 14-day

Blended from price, momentum, positioning, fundamentals & volatility · daily-close · not investment advice. Market backdrop is context, not part of the score.

Technicals

trend & momentum for long-term holders Strong Buy
0 · 3 · 4
50 / 200-day cross
No cross Neutral
Price vs 200-day avg
+7% Bullish
Price vs 50-day avg
+5% Bullish
RSI (14)
63 Neutral
MACD trend
Positive Bullish
52-week position
97% Bullish
Volume (OBV)
Confirms Neutral
Market signals — smart money & positioning
Bearish · 2 of 6
Trend (MA cross) No cross
50d $37 › 200d $37 — 50d above 200d
Institutional flow Distributing
-36% holders QoQ · +3 funds added
Insider flow Flat
No net insider activity over 90 days
Short interest Rising
▲ +28.9% MoM · 1.0 days cover
Volume signal Normal
Volume near normal
Institution breadth Steady
7 holders — mid 3-yr range
Price context
position in its 52-week range
Range low $32 Now $39 · 97% Range high $39
vs 200-day avg +7% vs 50-day avg +5%

Illustrative technical + ownership context — a signal mix, not investment advice.

At a glance

key data from every section
Ownership
Institutional Holders Reducing
Holders
7
Net QoQ
-8.1M sh
Top holder
RAYMOND JAMES FINANCIAL I…
View
Short & Settlement
Short Interest Rising
Shares short
41.0K
Days to cover
1.0d
Change
+9.2K sh
View
Short Volume
Short vol %
54%
As of
Aug 14, 2026
Short Total
View
Fails to Deliver
FTD shares
8
Value
$296
As of
Jul 14, 2026
View
Off-Exchange
Off-exchange %
63.1%
Week of
Jul 6, 2026
Off-exch Lit
View
Filings
SEC Filings
Latest
DEF 14A
Filed
Apr 20, 2026
This year
1
View

Performance

5D 20D 120D MTD YTD
BCHP -0.6% +6.4% +14.5% +3.1% +4.1%
SPY +0.4% +4.5% +13.8% +3.9% +13.9%
vs SPY -1.0% +1.9% +0.7% -0.8% -9.8%

Capital returns

Latest dividend
$0.007 / share · ex Dec 27, 2024
Cut 98.8%
Paid (TTM)
$0.00 / share · 0 payouts
Dividend yield (TTM, derived)
· no payout in the trailing year

Dividends per share over the trailing 365 days by ex-date · buyback figures as last reported in SEC filings ("spent" derived as authorized − remaining; when several programs run concurrently, authorized is their combined total per the newest filing) · components shown separately — trailing-year buyback spend isn't tracked, so no combined shareholder yield is derived.

Key facts CIK 1572661 CUSIP 74255Y714 13F (30d) 7 filings 7 filers Visit website