CPIG
FTVA

Chicago Partners Investment Group’s Aptus Fortified Value ETF FTVA Stock Holding History

Chicago Partners Investment Group’s Portfolio FTVA Stock Details FTVA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q4 		– Sell
-10,248
Closed -$273K – 376
2019
Q3 		$273K Sell
10,248
-4,449
-30% -$115K 0.04% 277
2019
Q2 		$388K Sell
14,697
-20,165
-58% -$526K 0.06% 218
2019
Q1 		$944K Buy
34,862
+225
+0.6% +$5.82K 0.14% 113
2018
Q4 		$866K Buy
34,637
+24,683
+248% +$651K 0.13% 137
2018
Q3 		$259K Buy
+9,954
New +$288K 0.04% 257

Other funds holding FTVA

AF
Advisornet Financial Minnetonka, Minnesota $2.19B AUM 21.28% 1-Year Est. Return

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

Chicago Partners Investment Group sold out of Aptus Fortified Value ETF (FTVA) in Q4 2019, closing a stake of 10,248 shares — an estimated $273K sold.

Chicago Partners Investment Group first reported a position in FTVA in Q3 2018 and held it in 5 quarters. The position peaked at $944K in Q1 2019. 1 fund tracked by Wall St. Rank holds FTVA as of Q4 2019.

  • Chicago Partners Investment Group reported no remaining Aptus Fortified Value ETF position as of Q4 2019 after selling out during the quarter.
  • Chicago Partners Investment Group sold 10,248 Aptus Fortified Value ETF shares in Q4 2019, an estimated $273K.
  • Chicago Partners Investment Group first reported a position in Aptus Fortified Value ETF in Q3 2018 and held it in 5 quarters.
  • Chicago Partners Investment Group's Aptus Fortified Value ETF position peaked at $944K in Q1 2019.
  • 1 fund tracked by Wall St. Rank held Aptus Fortified Value ETF as of Q4 2019.

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