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Principal Exchange Traded shares owned by LPL Financial

Quarter-by-quarter ownership of Principal Exchange Traded (BCHP) shares owned by LPL Financial from 13F filings

Historical chart of LPL Financial investment in Principal Exchange Traded

Tip: Access up to 7 years of quarterly data

All positions including Principal Exchange Traded held by LPL Financial consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Principal Exchange Traded by LPL Financial

Quarter filed Position value Share count Share price at filing
2026-03-31 $556k 17k 32.72
2025-06-30 $473k 13k 36.63
2025-03-31 $383k 12k 32.24

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View all positions for LPL Financial

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