Chicago Partners Investment Group’s Invesco BulletShares 2024 USD Emerging Markets Debt ETF BSDE Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q2	–	Sell	-8,758	Closed	-$229K	–	565
2021 Q1	$229K	Hold	8,758	–	–	0.02%	459
2020 Q4	$230K	Hold	8,758	–	–	0.02%	412
2020 Q3	$227K	Hold	8,758	–	–	0.03%	370
2020 Q2	$225K	Hold	8,758	–	–	0.03%	346
2020 Q1	$212K	Hold	8,758	–	–	0.03%	322
2019 Q4	$235K	Hold	8,758	–	–	0.03%	321
2019 Q3	$233K	Hold	8,758	–	–	0.03%	298
2019 Q2	$230K	Hold	8,758	–	–	0.03%	290
2019 Q1	$225K	Hold	8,758	–	–	0.03%	277
2018 Q4	$219K	Buy	+8,758	New	+$217K	0.03%	288

Other funds holding BSDE

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

IRON Financial Northbrook, Illinois $242M AUM 17.3% 1-Year Est. Return

Gradient Investments Arden Hills, Minnesota $7.25B AUM 20.71% 1-Year Est. Return

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

Avestar Capital New York $1.79B AUM 33.8% 1-Year Est. Return

SPC

Sigma Planning Corp Ann Arbor, Michigan $3.6B AUM 24.57% 1-Year Est. Return

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

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

FNC

First National Corp Rockland, Massachusetts $527M AUM 12.33% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of Invesco BulletShares 2024 USD Emerging Markets Debt ETF (BSDE) in Q2 2021, closing a stake of 8,758 shares — an estimated $229K sold.

Chicago Partners Investment Group first reported a position in BSDE in Q4 2018 and held it in 10 quarters. The position peaked at $235K in Q4 2019. 12 funds tracked by Wall St. Rank hold BSDE as of Q2 2021.

Chicago Partners Investment Group reported no remaining Invesco BulletShares 2024 USD Emerging Markets Debt ETF position as of Q2 2021 after selling out during the quarter.
Chicago Partners Investment Group sold 8,758 Invesco BulletShares 2024 USD Emerging Markets Debt ETF shares in Q2 2021, an estimated $229K.
Chicago Partners Investment Group first reported a position in Invesco BulletShares 2024 USD Emerging Markets Debt ETF in Q4 2018 and held it in 10 quarters.
Chicago Partners Investment Group's Invesco BulletShares 2024 USD Emerging Markets Debt ETF position peaked at $235K in Q4 2019.
12 funds tracked by Wall St. Rank held Invesco BulletShares 2024 USD Emerging Markets Debt ETF as of Q2 2021.

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