CPIG
BSCQ icon

Chicago Partners Investment Group’s Invesco BulletShares 2026 Corporate Bond ETF BSCQ Stock Holding History

Chicago Partners Investment Group’s Portfolio BSCQ Stock Details BSCQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2021
Q2 		– Sell
-11,160
Closed -$239K – 538
2021
Q1 		$239K Sell
11,160
-14,229
-56% -$308K 0.02% 449
2020
Q4 		$553K Buy
25,389
+27
+0.1% +$588 0.05% 256
2020
Q3 		$550K Sell
25,362
-1,004
-4% -$21.8K 0.07% 218
2020
Q2 		$573K Buy
26,366
+50
+0.2% +$1.04K 0.07% 196
2020
Q1 		$544K Sell
26,316
-5,656
-18% -$116K 0.08% 175
2019
Q4 		$660K Buy
31,972
+113
+0.4% +$2.31K 0.08% 178
2019
Q3 		$652K Buy
31,859
+106
+0.3% +$2.16K 0.09% 170
2019
Q2 		$640K Buy
31,753
+106
+0.3% +$2.09K 0.09% 160
2019
Q1 		$617K Buy
31,647
+8,634
+38% +$164K 0.09% 156
2018
Q4 		$430K Buy
+23,013
New +$426K 0.06% 210

Other funds holding BSCQ

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
MFWM
Motley Fool Wealth Management Alexandria, Virginia $6.59M AUM 15.17% 1-Year Est. Return
EB
Eastern Bank Boston, Massachusetts $6.53B AUM 30.05% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
MF
Manchester Financial Westlake Village, California $563M AUM 21.72% 1-Year Est. Return
CG
Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return
MWM
Marietta Wealth Management Marietta, Georgia $971M AUM 25.37% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of Invesco BulletShares 2026 Corporate Bond ETF (BSCQ) in Q2 2021, closing a stake of 11,160 shares — an estimated $239K sold.

Chicago Partners Investment Group first reported a position in BSCQ in Q4 2018 and held it in 10 quarters. The position peaked at $660K in Q4 2019. 115 funds tracked by Wall St. Rank hold BSCQ as of Q2 2021.

  • Chicago Partners Investment Group reported no remaining Invesco BulletShares 2026 Corporate Bond ETF position as of Q2 2021 after selling out during the quarter.
  • Chicago Partners Investment Group sold 11,160 Invesco BulletShares 2026 Corporate Bond ETF shares in Q2 2021, an estimated $239K.
  • Chicago Partners Investment Group first reported a position in Invesco BulletShares 2026 Corporate Bond ETF in Q4 2018 and held it in 10 quarters.
  • Chicago Partners Investment Group's Invesco BulletShares 2026 Corporate Bond ETF position peaked at $660K in Q4 2019.
  • 115 funds tracked by Wall St. Rank held Invesco BulletShares 2026 Corporate Bond ETF as of Q2 2021.

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