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Principal Exchange Traded shares owned by Simplicity Wealth

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

Historical chart of Simplicity Wealth investment in Principal Exchange Traded

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Principal Exchange Traded by Simplicity Wealth

Quarter filed Position value Share count Share price at filing
2025-09-30 $439k 12k 37.63
2025-06-30 $507k 14k 36.63

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American Centy Etf Tr Us Eqt Etf (AVUS)
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NVIDIA Corporation (NVDA)
American Centy Etf Tr Intl Eqt Etf (AVDE)
American Centy Etf Tr Avantis Shfxdinc (AVSF)
Microsoft Corporation (MSFT)
Apple (AAPL)
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Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Core Msci Emkt (IEMG)
Ishares Tr 20 Yr Tr Bd Etf (TLT)
Dimensional Etf Trust Us Core Equity 2 (DFAC)
Amazon (AMZN)

View all positions for Simplicity Wealth

Top funds holding Principal Exchange Traded

Principal Securities
Envestnet Asset Management
Commonwealth Equity Services
Susquehanna International
Citadel Advisors
Simplicity Wealth
Mml Investors Services
CoreCap Advisors

View all funds holding Principal Exchange Traded