Chicago Partners Investment Group LLC Incresed Positions in Q1 2025

Chicago Partners Investment Group LLC

  • $2.84 Billion
  • Q1 2025
Stock Shares change Price Range Shares Held Trade History
DMA
Destra Multi Alternative Fund

Financial Services
631
+ 1.3%
$8.36 - $8.82 $5.28K - $5.57K
49K $415K
GERN
Geron Corp

Healthcare
24.4K
+ 142.97%
$1.59 - $3.6 $38.8K - $87.8K
41.4K $65K
VFH
Vanguard Financial ETF

ETFs
8
+ 0.27%
$114.07 - $127.34 $913 - $1.02K
3.01K $359K
PEY
Invesco Exchange Traded Fd Tr

ETFs
103
+ 0.83%
$20.82 - $22.08 $2.14K - $2.27K
12.5K $267K
ILCV
Ishares Morningstar Value ETF

ETFs
17
+ 0.47%
$79.37 - $85.24 $1.35K - $1.45K
3.67K $298K
URTH
Ishares Msci World ETF

ETFs
69
+ 2.35%
$151.24 - $164.09 $10.4K - $11.3K
3.01K $460K
RWR
Spdr Dow Jones Reit ETF

ETFs
21
+ 0.61%
$95.15 - $104.06 $2K - $2.19K
3.46K $343K
PCEF
Invesco Cef Income Composite E

ETFs
643
+ 2.21%
$18.8 - $19.89 $12.1K - $12.8K
29.7K $559K
FMHI
First Tr ETF Iii Municipal Hig

ETFs
141
+ 2.05%
$47.47 - $48.84 $6.69K - $6.89K
7.03K $335K
FISV
Fiserv Inc

Technology
23
+ 1.53%
N/A
1.53K $191K
GSBD
Goldman Sachs Bdc, Inc.

Financial Services
567
+ 5.28%
$11.63 - $13.3 $6.59K - $7.54K
11.3K $131K
BSL
Blackstone Senior Floating Rate Term Fund

Financial Services
440
+ 2.35%
$14.03 - $14.65 $6.17K - $6.45K
19.2K $270K
PIM
Putnam Master Intermediate Income Trust

Financial Services
272
+ 2.69%
$3.23 - $3.35 $879 - $911
10.4K $34K
NAD
Nuveen Quality Municipal Income Fund

Financial Services
498
+ 1.91%
$11.4 - $11.96 $5.68K - $5.96K
26.6K $306K
PH
Parker Hannifin Corp

Industrials
27
+ 4.98%
$591.65 - $707.05 $16K - $19.1K
569 $345K
SSB
South State Corp

Financial Services
211
+ 7.89%
$89.4 - $108.33 $18.9K - $22.9K
2.89K $267K
Fidelity Wise Origin Bitcoin
222
+ 3.41%
N/A
6.74K $0
DFSE
Dimensional ETF Tr Dimen Emrgn
373
+ 5.83%
N/A
6.77K $0
Innovator Etfs Trust
74K
+ 49.66%
N/A
223K $0
Atlassian Corporation
9
+ 0.84%
N/A
1.08K $0
SFLR
Innovator Etfs Tr Equity Manag
140K
+ 9.34%
N/A
1.64M $0
Bank America Corp
5
+ 1.16%
N/A
436 $0
Brookfield Corp
34.6K
+ 13.49%
N/A
291K $0
Veralto Corp
328
+ 14.68%
N/A
2.56K $0
American Centy ETF Tr
2.51K
+ 17.06%
N/A
17.2K $0
Dimensional ETF Trust
2.83K
+ 3.49%
N/A
83.9K $0
Brookfield Asset Managmt LTD
7.02K
+ 12.84%
N/A
61.7K $0
XC
Wisdomtree Tr Emerging Mkts Ex
1.12K
+ 1.23%
N/A
92.5K $0
Ishares Bitcoin Trust ETF
7.97K
+ 49.65%
N/A
24K $0
Ge Healthcare Technologies I
892
+ 16.89%
N/A
6.17K $0
Dimensional ETF Trust
11.3K
+ 2.95%
N/A
395K $0
ANSS
Ansys Inc

Technology
52
+ 6.79%
$316.56 - $360.36 $16.5K - $18.7K
818 $258K
Valued Advisers Tr
3.15K
+ 37.52%
N/A
11.6K $0
Morgan Stanley ETF Trust
839
+ 6.35%
N/A
14.1K $0
VUSB
Vanguard Bd Index Fds
7.22K
+ 11.9%
N/A
67.9K $0
Ge Vernova Inc
1.19K
+ 18.28%
N/A
7.68K $0
Proshares Tr
1.97K
+ 16.83%
N/A
13.7K $0
Mach Natural Resources LP
15.3K
+ 6.34%
N/A
257K $0
Linde PLC
95
+ 2.42%
N/A
4.01K $0
Vanguard Malvern Fds
1.51K
+ 17.72%
N/A
10K $0
DFSI
Dimensional ETF Tr Dimen Intl
1.04K
+ 5.48%
N/A
20K $0
Dimensional ETF Trust
94.7K
+ 31.19%
N/A
398K $0
Rb Global Inc
9
+ 0.33%
N/A
2.77K $0
American Centy ETF Tr
2.12K
+ 11.47%
N/A
20.6K $0
American Centy ETF Tr
12.4K
+ 31.7%
N/A
51.5K $0
FANG
Diamondback Energy, Inc.

Energy
103
+ 2.24%
$139.9 - $180.18 $14.4K - $18.6K
4.71K $752K
RDVY
First Trust Rising Dividend Ac

ETFs
133
+ 0.93%
$57.22 - $63.39 $7.61K - $8.43K
14.5K $847K
SYY
Sysco Corp

Consumer Defensive
143
+ 1.63%
$70.0 - $77.13 $10K - $11K
8.9K $667K
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
5
+ 0.15%
$62.72 - $71.92 $314 - $360
3.3K $207K
Activity Summary
Buys All Purchases 637 New Holdings 167 Increased Positions 470 Sells All Sells 262 Reductions 262 Sold out 0 Options Calls 0 Puts 0
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