Chicago Partners Investment Group LLC Reduced Holdings in Q2 2025

Chicago Partners Investment Group LLC

  • $3.16 Billion
  • Q2 2025
Stock Shares change Price Range Shares Held Trade History
Brookfield Asset Managmt LTD
-647
- 1.05%
N/A
61K $0
Brookfield Corp
-1.52K
- 0.52%
N/A
289K $0
Brookfield Infrastructure CO
-740
- 1.2%
N/A
60.7K $0
Ea Series Trust
-5.51K
- 1.62%
N/A
334K $0
Valued Advisers Tr
-472
- 4.08%
N/A
11.1K $0
LOPE
Grand Canyon Education, Inc.

Consumer Defensive
-128
- 8.22%
$162.37 - $200.76 $20.8K - $25.7K
1.43K $270K
UAUG
Innovator U.S. Equity Ultra Bu

ETFs
-938
- 7.05%
$32.66 - $37.42 $30.6K - $35.1K
12.4K $462K
CTSO
Cytosorbents Corp

Healthcare
-1.16K
- 8.64%
$0.81 - $1.28 $941 - $1.49K
12.3K $15K
BY
Byline Bancorp, Inc.

Financial Services
-26
- 0.33%
$23.25 - $27.19 $605 - $707
7.81K $208K
EQT
Eqt Corp

Energy
-3.47K
- 8.23%
$46.11 - $60.44 $160K - $210K
38.7K $2.26M
VMC
Vulcan Materials CO

Basic Materials
-137
- 8.9%
$226.49 - $276.01 $31K - $37.8K
1.4K $365K
CWEN
Clearway Energy, Inc.

Utilities
-252
- 2.97%
$26.74 - $32.22 $6.74K - $8.12K
8.24K $263K
PEG
Public Service Enterprise Group Inc

Utilities
-42
- 0.69%
$77.13 - $84.18 $3.24K - $3.54K
6.01K $505K
VOR
Vor Biopharma Inc.

Healthcare
-1.84K
- 14.48%
$0.15 - $1.62 $277 - $2.99K
10.9K $17K
GLO
Clough Global Opportunities Fund

Financial Services
-8
- 0.05%
$4.47 - $5.43 $35.8 - $43.4
15.7K $85K
XLU
Utilities Sector Spdr

ETFs
-274
- 2.52%
$73.09 - $82.77 $20K - $22.7K
10.6K $865K
CEFS
Exchange Listed Fds Tr Saba Cl

ETFs
-1.8K
- 3.33%
$19.33 - $22.25 $34.8K - $40.1K
52.2K $1.16M
RYTM
Rhythm Pharmaceuticals, Inc.

Healthcare
-395
- 11.25%
$46.95 - $68.11 $18.5K - $26.9K
3.12K $196K
SPDW
Spdr Ser Tr Fds Spdr Portfolio

ETFs
-836
- 7.46%
$32.66 - $40.75 $27.3K - $34.1K
10.4K $419K
NUSC
Nuveen Esg Small Cap ETF

ETFs
-242
- 2.57%
$33.38 - $40.81 $8.08K - $9.88K
9.17K $373K
XJH
Ishares Tr Esg Screened S&P Mi

ETFs
-184
- 2.14%
$34.28 - $41.6 $6.31K - $7.65K
8.42K $349K
PFEB
Innovator U.S. Equity Power Bu

ETFs
-393
- 3.12%
$33.46 - $38.01 $13.1K - $14.9K
12.2K $464K
LUMN
Lumen Technologies, Inc.

Communication Services
-652
- 1.88%
$3.07 - $4.51 $2K - $2.94K
34.1K $149K
SPYV
Spdr Portfolio S&P 500 Value E

ETFs
-620
- 1.69%
$45.11 - $52.34 $28K - $32.5K
36.1K $1.89M
EWS
Ishares Inc Msci Singapore ETF

ETFs
-76
- 0.85%
$20.22 - $26.35 $1.54K - $2K
8.85K $229K
IVOO
Vanguard S&P Mid Cap 400 ETF

ETFs
-234
- 3.43%
$86.58 - $104.98 $20.3K - $24.6K
6.59K $691K
FNDF
Schwab Fundamental Intl Large

ETFs
-174
- 2.61%
$32.25 - $40.02 $5.61K - $6.96K
6.49K $259K
CSX
Csx Corp

Industrials
-686
- 5.37%
$26.69 - $32.91 $18.3K - $22.6K
12.1K $394K
DIA
Spdr Dow Jones Industrial Average ETF Trust

ETFs
-22
- 1.53%
$376.48 - $440.65 $8.28K - $9.69K
1.42K $625K
HBAN
Huntington Bancshares Inc

Financial Services
-360
- 2.24%
$12.49 - $16.76 $4.5K - $6.03K
15.7K $263K
XDSQ
Innovator Etfs Tr Us Equity Ac
-2
- 0.02%
$30.8 - $37.38 $61.6 - $74.8
9.13K $341K
CRF
Cornerstone Total Return Fund Inc

Financial Services
-2.7K
- 3.44%
$6.44 - $7.75 $17.4K - $20.9K
75.8K $587K
FDT
First Trust Developed Markets

ETFs
-167
- 4.55%
$52.2 - $68.76 $8.72K - $11.5K
3.5K $240K
BROS
Dutch Bros Inc.

Consumer Cyclical
-351
- 4.58%
$51.37 - $73.72 $18K - $25.9K
7.32K $500K
PCOR
Procore Technologies, Inc.

Technology
-50
- 0.34%
$56.26 - $72.4 $2.81K - $3.62K
14.5K $990K
VONV
Vanguard Russell 1000 Value Et

ETFs
-113
- 0.7%
$73.19 - $85.21 $8.27K - $9.63K
16.1K $1.37M
XLI
Industrial Sector Spdr

ETFs
-49
- 1.9%
$116.42 - $147.52 $5.7K - $7.23K
2.52K $372K
CALF
Pacer Fds Tr Pacer Us Small Ca

ETFs
-1.88K
- 3.91%
$32.0 - $39.87 $60.2K - $75K
46.2K $1.84M
NFRA
Flexshares Stoxx Global Broad

ETFs
-702
- 3.55%
$53.49 - $61.88 $37.5K - $43.4K
19.1K $1.18M
CIBR
First Tr Fd Ii Nasdaq Cybersec

ETFs
-5
- 0.15%
$57.46 - $75.58 $287 - $378
3.3K $249K
SCHK
Schwab Strategic Tr 1000 Index

ETFs
-6
- 0.04%
$23.87 - $29.82 $143 - $179
15.1K $449K
DLN
Wisdomtree Tr U.S Largecap Div

ETFs
-320
- 1.25%
$70.7 - $82.14 $22.6K - $26.3K
25.2K $2.07M
FFTY
Innovator Etfs Tr Ibd 50 ETF (

ETFs
-5.78K
- 13.16%
$23.76 - $32.49 $137K - $188K
38.1K $1.24M
IYW
Ishares Dj Us Tech ETF

ETFs
-172
- 6.62%
$122.57 - $173.27 $21.1K - $29.8K
2.43K $420K
CMG
Chipotle Mexican Grill Inc

Consumer Cyclical
-533
- 3.34%
$45.98 - $56.15 $24.5K - $29.9K
15.4K $864K
MCO
Moodys Corp

Financial Services
-320
- 5.06%
$396.7 - $501.59 $127K - $161K
6K $3.01M
DGRW
Wisdomtree Tr Us Quality Divid

ETFs
-233
- 1.03%
$71.28 - $83.74 $16.6K - $19.5K
22.3K $1.87M
DFEM
Dimensional ETF Tr Emerging Mk

ETFs
-2.79K
- 5.96%
$23.4 - $29.68 $65.4K - $82.9K
44.1K $1.31M
SCHE
Schwab Strategic Tr Us Emergin

ETFs
-198
- 0.66%
$24.38 - $30.18 $4.83K - $5.98K
29.9K $900K
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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