Chicago Partners Investment Group’s Invesco BulletShares 2020 High Yield Corporate Bond ETF BSJK Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q2	–	Sell	-8,682	Closed	-$203K	–	406
2020 Q1	$203K	Buy	8,682 +19	+0.2%	+$448	0.03%	329
2019 Q4	$207K	Buy	8,663 +21	+0.2%	+$502	0.03%	345
2019 Q3	$207K	Buy	8,642 +23	+0.3%	+$552	0.03%	319
2019 Q2	$207K	Buy	8,619 +23	+0.3%	+$554	0.03%	305
2019 Q1	$207K	Buy	+8,596	New	+$206K	0.03%	296

Other funds holding BSJK

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

IWC

Integrated Wealth Concepts Waltham, Massachusetts $12.5B AUM 18.49% 1-Year Est. Return

UCFA

United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return

MGIA

Matthew Goff Investment Advisor Houston, Texas $593M AUM 28.9% 1-Year Est. Return

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

IWMA

Ironwood Wealth Management (Arizona) Chandler, Arizona $451M AUM 13.94% 1-Year Est. Return

Chicago Partners Investment Group's BSJK Position: Q2 2020 in Review

Chicago Partners Investment Group sold out of Invesco BulletShares 2020 High Yield Corporate Bond ETF (BSJK) in Q2 2020, closing a stake of 8,682 shares — an estimated $203K sold.

Chicago Partners Investment Group first reported a position in BSJK in Q1 2019 and held it in 5 quarters. The position peaked at $207K in Q4 2019. 143 funds tracked by Wall St. Rank hold BSJK as of Q2 2020.

Chicago Partners Investment Group reported no remaining Invesco BulletShares 2020 High Yield Corporate Bond ETF position as of Q2 2020 after selling out during the quarter.
Chicago Partners Investment Group sold 8,682 Invesco BulletShares 2020 High Yield Corporate Bond ETF shares in Q2 2020, an estimated $203K.
Chicago Partners Investment Group first reported a position in Invesco BulletShares 2020 High Yield Corporate Bond ETF in Q1 2019 and held it in 5 quarters.
Chicago Partners Investment Group's Invesco BulletShares 2020 High Yield Corporate Bond ETF position peaked at $207K in Q4 2019.
143 funds tracked by Wall St. Rank held Invesco BulletShares 2020 High Yield Corporate Bond ETF as of Q2 2020.

Based on Chicago Partners Investment Group's 13F filing for Q2 2020, filed 31 Jul 2020.