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Chicago Partners Investment Group’s Invesco BulletShares 2026 High Yield Corporate Bond ETF BSJQ Stock Holding History

Chicago Partners Investment Group’s Portfolio BSJQ Stock Details BSJQ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-8,125
Closed -$210K – 367
2019
Q3 		$210K Buy
8,125
+28
+0.3% +$720 0.03% 314
2019
Q2 		$207K Buy
8,097
+25
+0.3% +$635 0.03% 303
2019
Q1 		$206K Buy
+8,072
New +$200K 0.03% 297

Other funds holding BSJQ

UCFA
United Capital Financial Advisors Irving, Texas $16.3B AUM 16.34% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
WAS
Wealth Advisory Solutions Indiianapolis, Indiana $449M AUM 16.51% 1-Year Est. Return
FTUS
Flow Traders U.S. New York $3.16B AUM 19.52% 1-Year Est. Return
WI
WrapManager Inc Mill Valley, California $288M AUM 16.3% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Chicago Partners Investment Group's BSJQ Position: Q4 2019 in Review

Chicago Partners Investment Group sold out of Invesco BulletShares 2026 High Yield Corporate Bond ETF (BSJQ) in Q4 2019, closing a stake of 8,125 shares — an estimated $210K sold.

Chicago Partners Investment Group first reported a position in BSJQ in Q1 2019 and held it in 3 quarters. The position peaked at $210K in Q3 2019. 21 funds tracked by Wall St. Rank hold BSJQ as of Q4 2019.

  • Chicago Partners Investment Group reported no remaining Invesco BulletShares 2026 High Yield Corporate Bond ETF position as of Q4 2019 after selling out during the quarter.
  • Chicago Partners Investment Group sold 8,125 Invesco BulletShares 2026 High Yield Corporate Bond ETF shares in Q4 2019, an estimated $210K.
  • Chicago Partners Investment Group first reported a position in Invesco BulletShares 2026 High Yield Corporate Bond ETF in Q1 2019 and held it in 3 quarters.
  • Chicago Partners Investment Group's Invesco BulletShares 2026 High Yield Corporate Bond ETF position peaked at $210K in Q3 2019.
  • 21 funds tracked by Wall St. Rank held Invesco BulletShares 2026 High Yield Corporate Bond ETF as of Q4 2019.

Based on Chicago Partners Investment Group's 13F filing for Q4 2019, filed 24 Jan 2020.