Concentrum Wealth Management
Position in BCHP — Principal Focused Blue Chip ETF
CIK 1765387
SAN JOSE, CA
Position in BCHP
as of Jun 30, 2026
· filed Aug 6, 2026
Position Value
$395,374
+$141,729 QoQ
Shares Held
10,931
+41.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.13%
of 13F equity value
Holder Rank
#7
of 12 holders
Holding Since
Mar 2026
2 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in BCHP Over Time
Shares Held
Position Value (USD)
All Filings in BCHP
Export CSV
2 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $395,374 | 10,931 | Shares | Sole | 2026-08-06 | |
| 2026-03-31 | $253,645 | 7,752 | Shares | Sole | 2026-05-04 | |
| No filing history on record for this holder in this stock. | ||||||