Chicago Partners Investment Group LLC Incresed Positions in Q2 2025

Chicago Partners Investment Group LLC

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
HIG
Hartford Financial Services Group, Inc.

Financial Services
85
+ 3.58%
$109.83 - $131.67 $9.34K - $11.2K
2.46K $311K
FTSM
First Tr Enhanced Traded Fd Iv

ETFs
273
+ 1.09%
$59.8 - $60.07 $16.3K - $16.4K
25.3K $1.52M
SGOV
Ishares Trishares 0 3 Mnth Tre

ETFs
174
+ 3.52%
$100.35 - $100.71 $17.5K - $17.5K
5.11K $514K
IAT
Ishares Tr

ETFs
42
+ 0.81%
$39.71 - $49.55 $1.67K - $2.08K
5.22K $258K
CNI
Canadian National Railway CO

Industrials
25
+ 1.14%
$92.66 - $108.13 $2.32K - $2.7K
2.21K $230K
AOS
Smith A O Corp

Industrials
247
+ 6.86%
$59.63 - $70.52 $14.7K - $17.4K
3.85K $252K
MDGL
Madrigal Pharmaceuticals, Inc.

Healthcare
134
+ 16.05%
$267.56 - $340.8 $35.9K - $45.7K
969 $293K
AAL
American Airlines Group Inc.

Industrials
1.53K
+ 11.22%
N/A
15.1K $167K
CLX
Clorox CO

Consumer Defensive
575
+ 29.65%
$118.01 - $148.69 $67.9K - $85.5K
2.51K $301K
EES
Wisdomtree U.S. Smallcap Fund

ETFs
19
+ 0.26%
$42.54 - $50.99 $808 - $969
7.33K $373K
WPC
W. P. Carey Inc.

Real Estate
268
+ 7.73%
$56.12 - $64.53 $15K - $17.3K
3.74K $233K
REET
Ishares Global Reit ETF

ETFs
142
+ 0.61%
$21.59 - $25.16 $3.07K - $3.57K
23.4K $579K
SSP
E.W. Scripps CO

Communication Services
4.73K
+ 28.86%
$1.93 - $3.12 $9.13K - $14.8K
21.1K $62K
NRZ
New Residential Investment Corp.

Real Estate
1.93K
+ 4.14%
N/A
48.5K $351K
AOK
Ishares Tr Core Conservative A

ETFs
48
+ 0.66%
$36.09 - $39.07 $1.73K - $1.88K
7.33K $286K
AEE
Ameren Corp

Utilities
215
+ 10.44%
$94.23 - $101.68 $20.3K - $21.9K
2.27K $218K
BHP
Bhp Group LTD

Basic Materials
275
+ 3.81%
$40.22 - $50.88 $11.1K - $14K
7.5K $360K
MO
Altria Group, Inc.

Consumer Defensive
568
+ 3.39%
$55.56 - $60.91 $31.6K - $34.6K
17.3K $1.01M
SVAL
Ishares Tr Us Small Cap Value

ETFs
39
+ 0.56%
$26.29 - $31.11 $1.03K - $1.21K
7.02K $218K
ILCV
Ishares Morningstar Value ETF

ETFs
18
+ 0.49%
$72.16 - $83.39 $1.3K - $1.5K
3.68K $307K
NI
Nisource Inc.

Utilities
153
+ 1.72%
$37.11 - $40.64 $5.68K - $6.22K
9.06K $365K
EFSC
Enterprise Financial Services Corp

Financial Services
23
+ 0.53%
$46.2 - $55.78 $1.06K - $1.28K
4.39K $241K
ALL
Allstate Corp

Financial Services
183
+ 3.4%
$180.53 - $212.64 $33K - $38.9K
5.57K $1.12M
DPG
Duff & Phelps Utility & Infrastructure Fund Inc.

Financial Services
222
+ 1.37%
$10.73 - $12.54 $2.38K - $2.78K
16.4K $204K
FVC
First Tr Exche Trd Fd Vi Dorse

ETFs
72
+ 1.07%
$32.97 - $35.53 $2.37K - $2.56K
6.79K $241K
PDI
Pimco Dynamic Income Fund

Financial Services
1.04K
+ 6.18%
$17.02 - $19.87 $17.7K - $20.7K
17.9K $338K
EPRF
Innovator Etfs Tr S&P Invt Gra

ETFs
306
+ 1.03%
$16.99 - $17.74 $5.2K - $5.43K
30.1K $529K
PFF
Ishares Trust Ishares Pfd And

ETFs
211
+ 0.35%
$29.0 - $30.68 $6.12K - $6.47K
60.9K $1.87M
IEMG
Ishares Inc

ETFs
80
+ 0.3%
N/A
26.4K $1.41M
XYLD
Global X Fds S&P 500 Covered C

ETFs
227
+ 2.19%
$35.62 - $39.64 $8.09K - $9K
10.6K $412K
BNDW
Vanguard Scottsdale Fds Vangua

ETFs
3
+ 0.1%
$68.11 - $69.33 $204 - $208
3.02K $209K
GSY
Invesco Actively Mngd ETF Tr U

ETFs
44
+ 0.32%
$49.98 - $50.26 $2.2K - $2.21K
13.7K $687K
EVN
Eaton Vance Municipal Income Trust

Financial Services
296
+ 1.5%
$9.82 - $10.45 $2.91K - $3.09K
20K $204K
PIM
Putnam Master Intermediate Income Trust

Financial Services
137
+ 1.32%
$3.18 - $3.37 $436 - $462
10.5K $35K
KYN
Kayne Anderson Energy Infrastructure Fund, Inc.

Financial Services
344
+ 1.3%
$10.49 - $12.99 $3.61K - $4.47K
26.9K $341K
DGRS
Wisdomtree Tr Us Small Cap Qua

ETFs
12
+ 0.25%
$40.64 - $47.27 $488 - $567
4.91K $228K
Atlassian Corporation
1.39K
+ 128.33%
N/A
2.47K $0
Lam Research Corp
863
+ 5.94%
N/A
15.4K $0
Veralto Corp
840
+ 32.77%
N/A
3.4K $0
Venture Global Inc
8.69K
+ 60.83%
N/A
23K $0
Siriusxm Holdings Inc
1.1K
+ 8.34%
N/A
14.3K $0
VUSB
Vanguard Bd Index Fds
3.56K
+ 5.24%
N/A
71.5K $0
Rein Therapeutics Inc
5.33K
+ 14.84%
N/A
41.2K $0
Blackrock Inc
29
+ 3.9%
N/A
773 $0
Canadian Pacific Kansas City
41
+ 0.53%
N/A
7.73K $0
Rbb Fund Trust
21
+ 0.02%
N/A
111K $0
Bondbloxx ETF Trust
6.28K
+ 31.28%
N/A
26.3K $0
RYT
Invesco S&P 500 Equal Weight T

ETFs
2
+ 0.03%
N/A
7.63K $0
Vanguard Malvern Fds
97.5K
+ 970.33%
N/A
108K $0
Activity Summary
Buys All Purchases 766 New Holdings 190 Increased Positions 576 Sells All Sells 263 Reductions 263 Sold out 0 Options Calls 0 Puts 0
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