Concentrum Wealth Management »

Principal Exchange Traded shares owned by Concentrum Wealth Management

Quarter-by-quarter ownership of Principal Exchange Traded (BCHP) shares owned by Concentrum Wealth Management from 13F filings

Historical chart of Concentrum Wealth Management investment in Principal Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded held by Concentrum Wealth Management consolidated in one spreadsheet with up to 7 years of data

Download as csvDownload consolidated filings csv Download as ExcelDownload consolidated filings xlsx

Quarterly reported holdings in Principal Exchange Traded by Concentrum Wealth Management

Quarter filed Position value Share count Share price at filing
2026-03-31 $254k 7.8k 32.72

More positions owned by Concentrum Wealth Management

Meta Platforms Inc Cl A Stock (META)
Nvidia Corp Stock (NVDA)
Apple Stock (AAPL)
Vaneck Semiconductor Etf Etf (SMH)
First Tr Exchange Traded Fd Vi Dorsey Wright Focus 5 Etf Etf (FV)
First Tr Exchange Traded Fd Db Strategic Value Index Etf (FTCS)
First Trust Value Line Dividend Index Fund Etf (FVD)
Powershares Qqq Tr Etf (QQQ)
Advanced Micro Devices Stock (AMD)
Microsoft Stock (MSFT)
Tesla Motors Stock (TSLA)
Alphabet Inc Cap Stk Cl C Stock (GOOG)
Amazon.com Stock (AMZN)
Spdr Gold Etf Etf (GLD)
Ishares Bitcoin Trust Etf Etf (IBIT)

View all positions for Concentrum Wealth Management

Top funds holding Principal Exchange Traded

Principal Securities
Envestnet Asset Management
Raymond James Financial
Commonwealth Equity Services
LPL Financial
Simplicity Wealth
Concentrum Wealth Management
CoreCap Advisors
Morgan Stanley
Advisor Group Holdings
Wells Fargo & Company

View all funds holding Principal Exchange Traded