Chicago Partners Investment Group’s Invesco BulletShares 2022 Corporate Bond ETF BSCM Stock Holding History

Chicago Partners Investment Group’s Portfolio BSCM Stock Details BSCM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-11,414	Closed	-$247K	–	571
2021 Q1	$247K	Sell	11,414 -6,874	-38%	-$149K	0.02%	441
2020 Q4	$397K	Sell	18,288 -5,068	-22%	-$111K	0.04%	319
2020 Q3	$510K	Sell	23,356 -926	-4%	-$20.2K	0.06%	231
2020 Q2	$531K	Buy	24,282 +43	+0.2%	+$930	0.07%	210
2020 Q1	$523K	Sell	24,239 -5,098	-17%	-$109K	0.08%	182
2019 Q4	$632K	Sell	29,337 -2,578	-8%	-$55.4K	0.08%	188
2019 Q3	$686K	Buy	31,915 +104	+0.3%	+$2.23K	0.1%	160
2019 Q2	$679K	Buy	31,811 +100	+0.3%	+$2.12K	0.1%	152
2019 Q1	$669K	Buy	31,711 +9,630	+44%	+$201K	0.1%	150
2018 Q4	$456K	Buy	+22,081	New	+$454K	0.07%	196

Other funds holding BSCM

Lido Advisors Los Angeles, California $32.7B AUM 19.2% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

HPC

HM Payson & Co Portland, Maine $7.54B AUM 31.34% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.34B AUM 18.88% 1-Year Est. Return

MFWM

Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return

BCM

Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return

SCA

Stonebridge Capital Advisors St Paul, Minnesota $1.43B AUM 21.98% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Chicago Partners Investment Group's BSCM Position: Q2 2021 in Review

Chicago Partners Investment Group sold out of Invesco BulletShares 2022 Corporate Bond ETF (BSCM) in Q2 2021, closing a stake of 11,414 shares — an estimated $247K sold.

Chicago Partners Investment Group first reported a position in BSCM in Q4 2018 and held it in 10 quarters. The position peaked at $686K in Q3 2019. 304 funds tracked by Wall St. Rank hold BSCM as of Q2 2021.

Chicago Partners Investment Group reported no remaining Invesco BulletShares 2022 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Chicago Partners Investment Group sold 11,414 Invesco BulletShares 2022 Corporate Bond ETF shares in Q2 2021, an estimated $247K.
Chicago Partners Investment Group first reported a position in Invesco BulletShares 2022 Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
Chicago Partners Investment Group's Invesco BulletShares 2022 Corporate Bond ETF position peaked at $686K in Q3 2019.
304 funds tracked by Wall St. Rank held Invesco BulletShares 2022 Corporate Bond ETF as of Q2 2021.

Based on Chicago Partners Investment Group's 13F filing for Q2 2021, filed 2 Aug 2021.