Number of Shares
1.86 Mil
Current Holdings Value*
$63.30 Mil
% of Portfolio
1.42%
Total Estimate Gain
$13.40 Mil
% of Total Estimate Gain
24.14%

PRINCIPAL SECURITIES, INC.'s Principal Focused Blue Chip ETF Holding Summary

As of 2025-03-31, PRINCIPAL SECURITIES, INC. held 1.86 Mil shares of Principal Focused Blue Chip ETF(BCHP), totaling $63.30 Mil. This investment constitutes 1.42% of their stock portfolio, and PRINCIPAL SECURITIES, INC. now holds 48.22% of the outstanding Principal Focused Blue Chip ETF(BCHP) stock.

The initial trade took place in 2023Q4. And since then PRINCIPAL SECURITIES, INC. has made 5 purchases of BCHP, at an average price of $29.82, for a total of 1.86 Mil shares. Based on historical transaction data and BCHP's current price of $37.02, PRINCIPAL SECURITIES, INC.'s estimated gain on his BCHP holdings is $13.40 Mil, reflecting a 24.14% gain to date.

PRINCIPAL SECURITIES, INC. BCHP ($37.02) Holding Chart

PRINCIPAL SECURITIES, INC. BCHP ($37.02) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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