Chicago Partners Investment Group’s Invesco BulletShares 2024 High Yield Corporate Bond ETF BSJO Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,516	Closed	-$217K	–	381
2019 Q4	$217K	Buy	8,516 +26	+0.3%	+$655	0.03%	331
2019 Q3	$213K	Buy	8,490 +27	+0.3%	+$682	0.03%	312
2019 Q2	$213K	Buy	8,463 +26	+0.3%	+$652	0.03%	297
2019 Q1	$212K	Buy	+8,437	New	+$207K	0.03%	288

Other funds holding BSJO

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

UCFA

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

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

HighTower Advisors Chicago, Illinois $103B AUM 28.65% 1-Year Est. Return

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

FTUS

Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

SIC

SFE Investment Counsel Los Angeles, California $742M AUM 39.38% 1-Year Est. Return

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

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

Chicago Partners Investment Group's BSJO Position: Q1 2020 in Review

Chicago Partners Investment Group sold out of Invesco BulletShares 2024 High Yield Corporate Bond ETF (BSJO) in Q1 2020, closing a stake of 8,516 shares — an estimated $217K sold.

Chicago Partners Investment Group first reported a position in BSJO in Q1 2019 and held it in 4 quarters. The position peaked at $217K in Q4 2019. 62 funds tracked by Wall St. Rank hold BSJO as of Q1 2020.

Chicago Partners Investment Group reported no remaining Invesco BulletShares 2024 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Chicago Partners Investment Group sold 8,516 Invesco BulletShares 2024 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $217K.
Chicago Partners Investment Group first reported a position in Invesco BulletShares 2024 High Yield Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
Chicago Partners Investment Group's Invesco BulletShares 2024 High Yield Corporate Bond ETF position peaked at $217K in Q4 2019.
62 funds tracked by Wall St. Rank held Invesco BulletShares 2024 High Yield Corporate Bond ETF as of Q1 2020.

Based on Chicago Partners Investment Group's 13F filing for Q1 2020, filed 22 Apr 2020.