Chicago Partners Investment Group’s Invesco BulletShares 2025 High Yield Corporate Bond ETF BSJP Stock Holding History

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

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-8,805	Closed	-$219K	–	358
2019 Q4	$219K	Buy	8,805 +31	+0.4%	+$760	0.03%	329
2019 Q3	$214K	Buy	8,774 +29	+0.3%	+$709	0.03%	310
2019 Q2	$213K	Buy	8,745 +29	+0.3%	+$704	0.03%	296
2019 Q1	$213K	Buy	+8,716	New	+$206K	0.03%	287

Other funds holding BSJP

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

UCFA

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

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

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

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

Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

ACM

AlphaStar Capital Management Cornelius, North Carolina $1.57B AUM 20.25% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of Invesco BulletShares 2025 High Yield Corporate Bond ETF (BSJP) in Q1 2020, closing a stake of 8,805 shares — an estimated $219K sold.

Chicago Partners Investment Group first reported a position in BSJP in Q1 2019 and held it in 4 quarters. The position peaked at $219K in Q4 2019. 39 funds tracked by Wall St. Rank hold BSJP as of Q1 2020.

Chicago Partners Investment Group reported no remaining Invesco BulletShares 2025 High Yield Corporate Bond ETF position as of Q1 2020 after selling out during the quarter.
Chicago Partners Investment Group sold 8,805 Invesco BulletShares 2025 High Yield Corporate Bond ETF shares in Q1 2020, an estimated $219K.
Chicago Partners Investment Group first reported a position in Invesco BulletShares 2025 High Yield Corporate Bond ETF in Q1 2019 and held it in 4 quarters.
Chicago Partners Investment Group's Invesco BulletShares 2025 High Yield Corporate Bond ETF position peaked at $219K in Q4 2019.
39 funds tracked by Wall St. Rank held Invesco BulletShares 2025 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.