Chicago Partners Investment Group’s Invesco BulletShares 2024 Corporate Bond ETF BSCO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,423	Closed	-$232K	–	562
2021 Q1	$232K	Sell	10,423 -7,081	-40%	-$158K	0.02%	457
2020 Q4	$391K	Sell	17,504 -5,237	-23%	-$117K	0.04%	320
2020 Q3	$505K	Sell	22,741 -947	-4%	-$21.1K	0.06%	232
2020 Q2	$526K	Buy	23,688 +47	+0.2%	+$1.02K	0.07%	214
2020 Q1	$509K	Sell	23,641 -5,281	-18%	-$112K	0.08%	188
2019 Q4	$623K	Buy	28,922 +91	+0.3%	+$1.95K	0.08%	189
2019 Q3	$617K	Buy	28,831 +96	+0.3%	+$2.05K	0.09%	177
2019 Q2	$609K	Buy	28,735 +96	+0.3%	+$2K	0.09%	166
2019 Q1	$594K	Buy	28,639 +7,177	+33%	+$146K	0.09%	161
2018 Q4	$429K	Buy	+21,462	New	+$427K	0.06%	212

Other funds holding BSCO

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

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

FFW

Fusion Family Wealth Woodbury, New York $1.51B AUM 24.15% 1-Year Est. Return

HPC

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

BCM

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

MFWM

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

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

1IA

1834 Investment Advisors Milwaukee, Wisconsin $883M AUM 23.82% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of Invesco BulletShares 2024 Corporate Bond ETF (BSCO) in Q2 2021, closing a stake of 10,423 shares — an estimated $232K sold.

Chicago Partners Investment Group first reported a position in BSCO in Q4 2018 and held it in 10 quarters. The position peaked at $623K in Q4 2019. 232 funds tracked by Wall St. Rank hold BSCO as of Q2 2021.

Chicago Partners Investment Group reported no remaining Invesco BulletShares 2024 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Chicago Partners Investment Group sold 10,423 Invesco BulletShares 2024 Corporate Bond ETF shares in Q2 2021, an estimated $232K.
Chicago Partners Investment Group first reported a position in Invesco BulletShares 2024 Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
Chicago Partners Investment Group's Invesco BulletShares 2024 Corporate Bond ETF position peaked at $623K in Q4 2019.
232 funds tracked by Wall St. Rank held Invesco BulletShares 2024 Corporate Bond ETF as of Q2 2021.

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