Chicago Partners Investment Group’s Invesco BulletShares 2025 Corporate Bond ETF BSCP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-10,557	Closed	-$235K	–	537
2021 Q1	$235K	Sell	10,557 -12,524	-54%	-$280K	0.02%	452
2020 Q4	$519K	Buy	23,081 +18	+0.1%	+$404	0.05%	273
2020 Q3	$515K	Sell	23,063 -959	-4%	-$21.5K	0.06%	229
2020 Q2	$537K	Buy	24,022 +48	+0.2%	+$1.04K	0.07%	209
2020 Q1	$518K	Sell	23,974 -4,832	-17%	-$103K	0.08%	187
2019 Q4	$621K	Buy	28,806 +95	+0.3%	+$2.03K	0.08%	190
2019 Q3	$614K	Buy	28,711 +98	+0.3%	+$2.08K	0.09%	178
2019 Q2	$605K	Buy	28,613 +96	+0.3%	+$1.99K	0.09%	167
2019 Q1	$586K	Buy	28,517 +7,250	+34%	+$146K	0.09%	163
2018 Q4	$419K	Buy	+21,267	New	+$416K	0.06%	214

Other funds holding BSCP

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

BCM

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

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

MFWM

Motley Fool Wealth Management Alexandria, Virginia $884M AUM 5.86% 1-Year Est. Return

HPC

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

CIM

Confluence Investment Management St. Louis, Missouri $6.4B AUM 9.79% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of Invesco BulletShares 2025 Corporate Bond ETF (BSCP) in Q2 2021, closing a stake of 10,557 shares — an estimated $235K sold.

Chicago Partners Investment Group first reported a position in BSCP in Q4 2018 and held it in 10 quarters. The position peaked at $621K in Q4 2019. 178 funds tracked by Wall St. Rank hold BSCP as of Q2 2021.

Chicago Partners Investment Group reported no remaining Invesco BulletShares 2025 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
Chicago Partners Investment Group sold 10,557 Invesco BulletShares 2025 Corporate Bond ETF shares in Q2 2021, an estimated $235K.
Chicago Partners Investment Group first reported a position in Invesco BulletShares 2025 Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
Chicago Partners Investment Group's Invesco BulletShares 2025 Corporate Bond ETF position peaked at $621K in Q4 2019.
178 funds tracked by Wall St. Rank held Invesco BulletShares 2025 Corporate Bond ETF as of Q2 2021.

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