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
ARKK
Ark ETF Tr Innovation ETF (De)

ETFs
-828
- 14.32%
$40.51 - $71.03 $33.5K - $58.8K
4.96K $348K
VFQY
Vanguard Wellington Fd U S Qua

ETFs
-480
- 3.28%
$118.46 - $143.72 $56.9K - $69K
14.2K $2.04M
IHAK
Ishares Tr Cybersecurity & Tec

ETFs
-200
- 1.36%
$42.95 - $53.21 $8.59K - $10.6K
14.5K $769K
IJS
Ishares S&P Smallcap 600 Value

ETFs
-532
- 0.79%
$83.54 - $100.04 $44.4K - $53.2K
67.2K $6.69M
IHI
Ishares Tr Dow Jones Us Medica

ETFs
-475
- 0.98%
$54.27 - $63.01 $25.8K - $29.9K
48.1K $3.01M
ISCV
Ishares Morningstar Small Cap

ETFs
-7
- 0.01%
$51.37 - $61.54 $360 - $431
49.9K $3.06M
AVRE
American Centy ETF Tr Avantis
-95
- 0.1%
$38.75 - $44.92 $3.68K - $4.27K
94K $4.15M
SHOP
Shopify Inc.

Technology
-2.05K
- 11.77%
$76.89 - $115.35 $158K - $236K
15.4K $1.77M
IVW
Ishares S&P 500 Growth ETF

ETFs
-1.41K
- 9.02%
$82.96 - $110.1 $117K - $155K
14.2K $1.56M
QUAL
Ishares Msci Usa Quality Facto

ETFs
-222
- 1.69%
$152.42 - $182.82 $33.8K - $40.6K
12.9K $2.36M
SSO
Proshares Ultra S&P 500

ETFs
-242
- 2.46%
$64.8 - $97.72 $15.7K - $23.6K
9.6K $937K
UBER
Uber Technologies, Inc

Technology
-38
- 0.56%
$64.62 - $93.3 $2.46K - $3.55K
6.72K $627K
SPSM
Spdr Portfolio S&P 600 Small C

ETFs
-75
- 0.1%
$35.35 - $42.68 $2.65K - $3.2K
76.1K $3.24M
ESGU
Ishares Trust Ishares Esg Awar

ETFs
-120
- 1.02%
$108.06 - $135.3 $13K - $16.2K
11.6K $1.57M
VV
Vanguard Large Cap ETF

ETFs
-34
- 0.63%
$228.25 - $285.3 $7.76K - $9.7K
5.38K $1.53M
VT
Vanguard Total World Stk Index

ETFs
-55
- 0.43%
$103.16 - $128.52 $5.67K - $7.07K
12.8K $1.65M
SUSA
Ishares Tr Msci Usa Esg Select

ETFs
-121
- 0.83%
$101.97 - $126.75 $12.3K - $15.3K
14.5K $1.84M
VBR
Vanguard Small Cap Value ETF

ETFs
-578
- 1.82%
$162.76 - $195.77 $94.1K - $113K
31.2K $6.09M
FDN
First Tr Fd Dow Jones

ETFs
-182
- 3.61%
$200.29 - $269.33 $36.5K - $49K
4.86K $1.31M
VST
Vistra Corp.

Utilities
-74
- 2.75%
$98.07 - $195.04 $7.26K - $14.4K
2.62K $507K
VEA
Vanguard Ftse Developed Market

ETFs
-9.24K
- 7.32%
$45.65 - $57.01 $422K - $527K
117K $6.67M
WEBL
Direxion Shs ETF Tr Daily Dow

ETFs
-70
- 0.3%
$13.5 - $29.96 $945 - $2.1K
23.4K $701K
EEM
Ishares Msci Emerging Markets

ETFs
-286
- 0.47%
$38.52 - $48.28 $11K - $13.8K
60.2K $2.9M
AKRO
Akero Therapeutics, Inc.

Healthcare
-19
- 0.09%
$34.04 - $56.28 $647 - $1.07K
20.7K $1.1M
FNX
First Tr Mid Cap Core Alphadex

ETFs
-406
- 0.67%
$94.92 - $114.85 $38.5K - $46.6K
59.8K $6.87M
IJT
Ishares S&P Small Cap 600 Grow

ETFs
-158
- 0.37%
$108.87 - $133.04 $17.2K - $21K
42.1K $5.6M
FIW
First Trust Water ETF

ETFs
-142
- 0.29%
$90.26 - $108.05 $12.8K - $15.3K
49.2K $5.31M
IWF
Ishares Russell 1000 Gr ETF

ETFs
-681
- 6.45%
$320.42 - $424.58 $218K - $289K
9.88K $4.19M
FEX
First Tr Large Cap Core Alphde

ETFs
-341
- 0.61%
$90.17 - $109.96 $30.7K - $37.5K
55.8K $6.13M
VONG
Vanguard Russell 1000 Growth E

ETFs
-198
- 0.75%
$82.51 - $109.2 $16.3K - $21.6K
26.1K $2.85M
IWB
Ishares Tr Russell 1000 ETF

ETFs
-29
- 0.22%
$272.36 - $339.57 $7.9K - $9.85K
13.1K $4.43M
FYX
First Tr Small Cap Core Alphad

ETFs
-622
- 0.89%
$79.22 - $97.28 $49.3K - $60.5K
69.6K $6.77M
VTV
Vanguard Value ETF

ETFs
-67
- 0.06%
$153.67 - $176.74 $10.3K - $11.8K
121K $21.4M
TDG
Trans Digm Group Inc

Industrials
-12
- 0.33%
$1231.75 - $1520.64 $14.8K - $18.2K
3.62K $5.51M
AVIV
American Centy ETF Tr Avantis
-444
- 0.46%
$50.27 - $62.84 $22.3K - $27.9K
95K $5.92M
AVEM
American Centy ETF Tr Avantis

ETFs
-1.24K
- 1.72%
$53.08 - $68.54 $65.7K - $84.8K
70.5K $4.83M
IEFA
Ishares Tr

ETFs
-4.05K
- 3.7%
$67.83 - $84.09 $275K - $340K
105K $8.79M
AVDV
American Centy ETF Tr Avantis

ETFs
-942
- 1.47%
$61.76 - $79.32 $58.2K - $74.7K
63.3K $5.02M
TDIV
First Trust Nasdaq Technology

ETFs
-998
- 2.49%
$64.41 - $90.17 $64.3K - $90K
39.1K $3.53M
FXL
First Tr Exchange Traded Fd Fi

ETFs
-717
- 2.54%
$115.28 - $157.36 $82.7K - $113K
27.5K $4.33M
CG
Carlyle Group Inc.

Financial Services
-88
- 0.11%
$34.78 - $51.4 $3.06K - $4.52K
78.4K $4.03M
FPX
First Trust Us Equity Opportun

ETFs
-237
- 1.22%
$99.2 - $144.91 $23.5K - $34.3K
19.2K $2.78M
IJR
Ishares Core S&P Sm Cap ETF

ETFs
-940
- 0.62%
$90.56 - $109.49 $85.1K - $103K
152K $16.6M
GOOG
Alphabet Inc.

Communication Services
-6.27K
- 7.62%
$146.58 - $180.01 $919K - $1.13M
76.1K $13.5M
CEG
Constellation Energy Corp

Utilities
-234
- 3.58%
$170.96 - $322.76 $40K - $75.5K
6.31K $2.04M
WMB
Williams Companies, Inc.

Energy
-3.51K
- 1.12%
$54.33 - $62.87 $191K - $220K
309K $19.4M
AVLV
American Centy ETF Tr Avantis
-3.63K
- 1.11%
$56.85 - $68.21 $207K - $248K
324K $22.1M
DFAU
Dimensional ETF Tr

ETFs
-444
- 0.22%
$34.04 - $42.36 $15.1K - $18.8K
201K $8.5M
XLK
Technology Sector Spdr

ETFs
-137
- 0.78%
$179.73 - $253.23 $24.6K - $34.7K
17.4K $4.4M
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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