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

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

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

Raymond James Financial Services Advisors St. Petersburg, Florida $75B AUM 31.89% 1-Year Est. Return

Bank of America

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

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Manchester Financial Westlake Village, California $521M AUM 18.99% 1-Year Est. Return

Colony Group Boston, Massachusetts $6.66B AUM 18.65% 1-Year Est. Return

Marietta Wealth Management Marietta, Georgia $841M AUM 21.92% 1-Year Est. Return