$676 Million is the total value of Chicago Partners Investment Group LLC's 313 reported holdings in Q1 2019. The portfolio turnover from Q4 2018 to Q1 2019 was 40.0% .
| Value | Shares | ↓ Weighting | ||||||
|---|---|---|---|---|---|---|---|---|
| EPD | Buy | ENTERPRISE PRODS PARTNERS L | $30,402,000 | +9.4% | 1,053,420 | +2.7% | 4.50% | +9.1% |
| IWS | Buy | ISHARES TRrus mdcp val etf | $28,511,000 | +15.0% | 321,289 | +4.0% | 4.22% | +14.7% |
| ET | Buy | ENERGY TRANSFER LP | $21,236,000 | +3.6% | 1,389,784 | +2.4% | 3.14% | +3.4% |
| MMP | Buy | MAGELLAN MIDSTREAM PRTNRS LP | $18,963,000 | +1.3% | 307,690 | +2.6% | 2.81% | +1.0% |
| KMI | Buy | KINDER MORGAN INC DEL | $17,856,000 | +12.8% | 920,904 | +1.0% | 2.64% | +12.5% |
| VUG | Buy | VANGUARD INDEX FDSgrowth etf | $17,404,000 | +15.8% | 107,959 | +0.7% | 2.58% | +15.5% |
| VO | Buy | VANGUARD INDEX FDSmid cap etf | $16,887,000 | +22.4% | 102,534 | +7.9% | 2.50% | +22.1% |
| MDY | Buy | SPDR S&P MIDCAP 400 ETF TRutser1 s&pdcrp | $14,886,000 | +12.0% | 41,846 | +0.9% | 2.20% | +11.7% |
| EVV | Buy | EATON VANCE LTD DUR INCOME F | $13,348,000 | +20.8% | 1,049,365 | +16.3% | 1.98% | +20.5% |
| MPLX | Buy | MPLX LP | $10,616,000 | -4.1% | 334,347 | +1.4% | 1.57% | -4.4% |
| LDP | Buy | COHEN & STEERS LTD DUR PFD I | $8,447,000 | +14.2% | 353,738 | +6.3% | 1.25% | +13.8% |
| VNQ | Buy | VANGUARD INDEX FDSreal estate etf | $7,984,000 | +13.5% | 93,386 | +2.9% | 1.18% | +13.3% |
| OKE | Buy | ONEOK INC NEW | $7,816,000 | +15.6% | 113,049 | +0.3% | 1.16% | +15.2% |
| CCI | Buy | CROWN CASTLE INTL CORP NEW | $7,704,000 | +15.2% | 62,832 | +0.4% | 1.14% | +14.9% |
| MTUM | Buy | ISHARES TRusa momentum fct | $6,647,000 | +33.2% | 59,530 | +22.8% | 0.98% | +32.8% |
| MIC | Buy | MACQUARIE INFRASTRUCTURE COR | $5,770,000 | +6.5% | 142,532 | +6.5% | 0.85% | +6.2% |
| VOE | Buy | VANGUARD INDEX FDSmcap vl idxvip | $5,125,000 | +12.5% | 46,091 | +1.0% | 0.76% | +12.1% |
| ARCC | Buy | ARES CAP CORP | $4,647,000 | +16.4% | 267,835 | +9.3% | 0.69% | +16.2% |
| CWB | Buy | SPDR SERIES TRUSTblmbrg brc cnvrt | $4,546,000 | +10.9% | 86,016 | +2.2% | 0.67% | +10.7% |
| FFTY | Buy | INNOVATOR ETFS TRibd 50 etf | $4,364,000 | +42.4% | 128,593 | +23.5% | 0.65% | +42.0% |
| IJT | Buy | ISHARES TRs&p sml 600 gwt | $4,326,000 | +10.4% | 23,950 | +4.4% | 0.64% | +10.2% |
| IVV | Buy | ISHARES TRcore s&p500 etf | $3,861,000 | +19.7% | 13,223 | +6.8% | 0.57% | +19.2% |
| AMLP | Buy | ALPS ETF TRalerian mlp | $3,537,000 | +3.9% | 355,826 | +1.9% | 0.52% | +3.6% |
| DUK | Buy | DUKE ENERGY CORP NEW | $3,425,000 | +4.6% | 38,418 | +0.0% | 0.51% | +4.3% |
| FDM | Buy | FIRST TR DJS MICROCAP INDEX | $3,251,000 | +16.7% | 71,304 | +11.1% | 0.48% | +16.5% |
| TRGP | Buy | TARGA RES CORP | $3,159,000 | -7.4% | 80,305 | +0.8% | 0.47% | -7.5% |
| PFF | Buy | ISHARES TRpfd and incm sec | $2,715,000 | +3.9% | 74,274 | +0.1% | 0.40% | +3.6% |
| LMBS | Buy | FIRST TR EXCHANGE TRADED FDfst low oppt eft | $2,400,000 | +8.5% | 46,753 | +8.0% | 0.36% | +8.2% |
| EQM | Buy | EQM MIDSTREAM PARTNERS LPunit ltd partn | $2,033,000 | +13.5% | 44,893 | +12.2% | 0.30% | +13.2% |
| SCHH | Buy | SCHWAB STRATEGIC TRus reit etf | $1,993,000 | +11.8% | 45,618 | +2.2% | 0.30% | +11.3% |
| FRI | Buy | FIRST TR S&P REIT INDEX FD | $1,957,000 | +14.2% | 80,037 | +4.9% | 0.29% | +14.2% |
| HIE | Buy | MILLER HOWARD HIGH INC EQTY | $1,945,000 | +19.6% | 165,287 | +12.7% | 0.29% | +19.5% |
| SHLX | Buy | SHELL MIDSTREAM PARTNERS L Punit ltd int | $1,922,000 | +7.5% | 94,137 | +0.6% | 0.28% | +7.2% |
| JMST | New | JP MORGAN EXCHANGE TRADED FDultra sht muncpl | $1,919,000 | – | 38,123 | +100.0% | 0.28% | – |
| FPX | Buy | FIRST TR EXCHANGE TRADED FDus eqty oppt etf | $1,912,000 | +12.8% | 25,691 | +0.0% | 0.28% | +12.7% |
| RPG | Buy | INVESCO EXCHANGE TRADED FD Ts&p500 pur gwt | $1,884,000 | +12.7% | 16,043 | +0.2% | 0.28% | +12.5% |
| FYX | Buy | FIRST TR SML CP CORE ALPHA F | $1,878,000 | +8.9% | 29,801 | +1.1% | 0.28% | +8.6% |
| ACN | Buy | ACCENTURE PLC IRELAND | $1,859,000 | +34.4% | 10,408 | +10.6% | 0.28% | +34.1% |
| FEX | Buy | FIRST TR LRGE CP CORE ALPHA | $1,813,000 | +16.1% | 29,689 | +3.9% | 0.27% | +15.5% |
| JPST | New | JP MORGAN EXCHANGE TRADED FDultra shrt inc | $1,792,000 | – | 35,568 | +100.0% | 0.26% | – |
| ENLC | New | ENLINK MIDSTREAM LLC | $1,694,000 | – | 139,990 | +100.0% | 0.25% | – |
| PG | Buy | PROCTER AND GAMBLE CO | $1,620,000 | +24.2% | 15,275 | +6.8% | 0.24% | +24.4% |
| VBK | Buy | VANGUARD INDEX FDSsml cp grw etf | $1,621,000 | +13.0% | 8,910 | +0.1% | 0.24% | +12.7% |
| DES | Buy | WISDOMTREE TRus smallcap divd | $1,533,000 | +9.6% | 54,191 | +2.6% | 0.23% | +9.1% |
| TOTL | Buy | SSGA ACTIVE ETF TRspdr tr tactic | $1,523,000 | +1.8% | 31,678 | +0.6% | 0.22% | +1.4% |
| FNX | Buy | FIRST TR MID CAP CORE ALPHAD | $1,496,000 | +12.0% | 21,775 | +0.8% | 0.22% | +11.6% |
| NUV | Buy | NUVEEN MUN VALUE FD INC | $1,464,000 | +75.5% | 148,610 | +71.1% | 0.22% | +75.0% |
| DDIV | New | FIRST TR EXCHANGE-TRADED FDpfd secs inc etf | $1,469,000 | – | 76,211 | +100.0% | 0.22% | – |
| FIW | Buy | FIRST TR EXCHANGE TRADED FDwtr etf | $1,461,000 | +12.6% | 28,206 | +0.2% | 0.22% | +12.5% |
| USAC | Buy | USA COMPRESSION PARTNERS LP | $1,270,000 | +24.1% | 72,851 | +1.5% | 0.19% | +23.7% |
| IVW | Buy | ISHARES TRs&p 500 grwt etf | $1,265,000 | +12.9% | 7,197 | +0.2% | 0.19% | +12.7% |
| WES | New | WESTERN MIDSTREAM PARTNERS L | $1,101,000 | – | 32,983 | +100.0% | 0.16% | – |
| MLPI | Buy | UBS AG JERSEY BRHalerian infrst | $1,089,000 | +0.7% | 49,332 | +0.7% | 0.16% | +0.6% |
| FEM | Buy | FIRST TR EXCH TRD ALPHA FD Iemerg mkt alph | $1,059,000 | +9.3% | 41,728 | +2.9% | 0.16% | +9.0% |
| FTSM | Buy | FIRST TR EXCHANGE TRADED FDfirst tr enh new | $1,056,000 | +25.6% | 17,588 | +25.2% | 0.16% | +24.8% |
| EXAS | New | EXACT SCIENCES CORP | $992,000 | – | 10,753 | +100.0% | 0.15% | – |
| BJUL | New | INNOVATOR ETFS TRs&p 500 buffer | $951,000 | – | 36,834 | +100.0% | 0.14% | – |
| HHC | Buy | HOWARD HUGHES CORP | $953,000 | +15.1% | 8,677 | +9.7% | 0.14% | +14.6% |
| FTVA | Buy | ETF SER SOLUTIONSaptus fortified | $944,000 | +9.0% | 34,862 | +0.6% | 0.14% | +9.4% |
| WFCPRL | Buy | WELLS FARGO CO NEWperp pfd cnv a | $928,000 | +8.3% | 711 | +7.7% | 0.14% | +7.9% |
| DRI | Buy | DARDEN RESTAURANTS INC | $884,000 | +10.6% | 7,562 | +0.1% | 0.13% | +10.1% |
| AMJ | Buy | JPMORGAN CHASE & COalerian ml etn | $782,000 | +6.7% | 31,138 | +5.2% | 0.12% | +6.4% |
| IWR | Buy | ISHARES TRrus mid cap etf | $739,000 | +13.3% | 13,376 | +0.3% | 0.11% | +12.4% |
| VEA | Buy | VANGUARD TAX MANAGED INTL FDftse dev mkt etf | $733,000 | +8.3% | 17,450 | +0.3% | 0.11% | +8.0% |
| VCIT | Buy | VANGUARD SCOTTSDALE FDSint-term corp | $726,000 | +4.3% | 8,400 | +0.3% | 0.11% | +3.9% |
| DGS | Buy | WISDOMTREE TRemg mkts smcap | $713,000 | +14.8% | 14,663 | +3.5% | 0.11% | +15.2% |
| DVY | Buy | ISHARES TRselect divid etf | $709,000 | +52.5% | 7,075 | +40.8% | 0.10% | +52.2% |
| BSCK | Buy | INVESCO EXCH TRD SLF IDX FD | $712,000 | +46.5% | 33,534 | +45.4% | 0.10% | +45.8% |
| BSCL | Buy | INVESCO EXCH TRD SLF IDX FD | $684,000 | +50.3% | 32,518 | +48.3% | 0.10% | +48.5% |
| BSCN | Buy | INVESCO EXCH TRD SLF IDX FD | $673,000 | +47.6% | 32,391 | +43.5% | 0.10% | +47.1% |
| BSCM | Buy | INVESCO EXCH TRD SLF IDX FD | $669,000 | +46.7% | 31,711 | +43.6% | 0.10% | +45.6% |
| KO | Buy | COCA COLA CO | $662,000 | +4.3% | 13,952 | +3.4% | 0.10% | +4.3% |
| PAYX | Buy | PAYCHEX INC | $657,000 | +21.0% | 8,056 | +0.0% | 0.10% | +19.8% |
| BSCQ | Buy | INVESCO EXCH TRD SLF IDX FD | $617,000 | +43.5% | 31,647 | +37.5% | 0.09% | +42.2% |
| BSCJ | Buy | INVESCO EXCH TRD SLF IDX FD | $617,000 | +42.5% | 29,262 | +42.7% | 0.09% | +42.2% |
| FRN | Buy | INVESCO EXCHNG TRADED FD TRfrontier mkts | $601,000 | +10.5% | 43,156 | +0.2% | 0.09% | +9.9% |
| BSCR | Buy | INVESCO EXCH TRD SLF IDX FD | $599,000 | +39.3% | 30,301 | +33.4% | 0.09% | +39.1% |
| BSCO | Buy | INVESCO EXCH TRD SLF IDX FD | $594,000 | +38.5% | 28,639 | +33.4% | 0.09% | +37.5% |
| BSCP | Buy | INVESCO EXCH TRD SLF IDX FD | $586,000 | +39.9% | 28,517 | +34.1% | 0.09% | +40.3% |
| D | Buy | DOMINION ENERGY INC | $579,000 | +39.5% | 7,735 | +34.0% | 0.09% | +38.7% |
| SHW | New | SHERWIN WILLIAMS CO | $578,000 | – | 1,278 | +100.0% | 0.09% | – |
| DSI | Buy | ISHARES TRmsci kld400 soc | $572,000 | +12.6% | 5,266 | +0.2% | 0.08% | +13.3% |
| PWR | Buy | QUANTA SVCS INC | $563,000 | +23.5% | 14,071 | +0.1% | 0.08% | +22.1% |
| FRME | Buy | FIRST MERCHANTS CORP | $553,000 | +4.5% | 14,414 | +0.5% | 0.08% | +5.1% |
| EES | Buy | WISDOMTREE TRus smallcap fund | $544,000 | +12.4% | 14,426 | +3.7% | 0.08% | +12.5% |
| VTI | Buy | VANGUARD INDEX FDStotal stk mkt | $542,000 | +13.4% | 3,653 | +1.6% | 0.08% | +12.7% |
| PM | Buy | PHILIP MORRIS INTL INC | $518,000 | +37.8% | 6,130 | +11.3% | 0.08% | +37.5% |
| INTU | New | INTUIT | $516,000 | – | 2,000 | +100.0% | 0.08% | – |
| PCI | Buy | PIMCO DYNMIC CREDIT AND MRT | $516,000 | +7.5% | 22,230 | +2.4% | 0.08% | +7.0% |
| IWF | Buy | ISHARES TRrus 1000 grw etf | $515,000 | +14.7% | 3,306 | +0.3% | 0.08% | +13.4% |
| CNXM | Buy | CNX MIDSTREAM PARTNERS LP | $482,000 | -12.2% | 31,442 | +2.3% | 0.07% | -12.3% |
| DHR | Buy | DANAHER CORPORATION | $483,000 | +21.7% | 3,812 | +1.1% | 0.07% | +20.3% |
| ARLP | Buy | ALLIANCE RES PARTNER L Put ltd part | $469,000 | +3.3% | 25,188 | +2.4% | 0.07% | +3.0% |
| VV | Buy | VANGUARD INDEX FDSlarge cap etf | $454,000 | +12.7% | 3,409 | +0.6% | 0.07% | +11.7% |
| SYY | Buy | SYSCO CORP | $444,000 | +13.0% | 6,257 | +0.8% | 0.07% | +13.8% |
| AMGN | Buy | AMGEN INC | $441,000 | +54.7% | 2,485 | +76.9% | 0.06% | +54.8% |
| SFM | New | SPROUTS FMRS MKT INC | $419,000 | – | 19,443 | +100.0% | 0.06% | – |
| MAIN | Buy | MAIN STREET CAPITAL CORP | $408,000 | +7.4% | 10,664 | +1.4% | 0.06% | +7.1% |
| VSS | Buy | VANGUARD INTL EQUITY INDEX Fftse smcap etf | $404,000 | +8.0% | 3,769 | +0.0% | 0.06% | +9.1% |
| SPMD | Buy | SPDR SERIES TRUSTportfolio md etf | $405,000 | +63.3% | 11,805 | +48.9% | 0.06% | +62.2% |
| BSCS | Buy | INVESCO EXCH TRD SLF IDX FDinvsco blsh 28 | $371,000 | +75.0% | 17,925 | +67.2% | 0.06% | +77.4% |
| SCHM | Buy | SCHWAB STRATEGIC TRus mid-cap etf | $374,000 | +14.7% | 6,590 | +2.8% | 0.06% | +14.6% |
| BHP | Buy | BHP GROUP LTDsponsored ads | $374,000 | +18.7% | 6,801 | +2.5% | 0.06% | +17.0% |
| DOW | New | DOW INC | $360,000 | – | 6,236 | +100.0% | 0.05% | – |
| AROC | Buy | ARCHROCK INC | $352,000 | +10.0% | 33,710 | +1.4% | 0.05% | +10.6% |
| FANG | Buy | DIAMONDBACK ENERGY INC | $341,000 | +10.0% | 3,178 | +8.8% | 0.05% | +8.7% |
| FYT | Buy | FIRST TR EXCNGE TRD ALPHADEXsml cap val al | $338,000 | +23.4% | 9,219 | +13.9% | 0.05% | +22.0% |
| SCHE | Buy | SCHWAB STRATEGIC TRemrg mkteq etf | $340,000 | +10.7% | 12,611 | +1.4% | 0.05% | +8.7% |
| SCHF | Buy | SCHWAB STRATEGIC TRintl eqty etf | $303,000 | +10.2% | 9,393 | +1.5% | 0.04% | +9.8% |
| SCHA | New | SCHWAB STRATEGIC TRus sml cap etf | $302,000 | – | 4,233 | +100.0% | 0.04% | – |
| JPI | New | NUVEEN PFD & INCOME TERM FD | $305,000 | – | 13,065 | +100.0% | 0.04% | – |
| IHTA | New | INVESCO HIGH INCOME 2024 TAR | $294,000 | – | 29,666 | +100.0% | 0.04% | – |
| CME | New | CME GROUP INC | $292,000 | – | 1,658 | +100.0% | 0.04% | – |
| EHT | New | EATON VANCE HIGH INCOME 2021 | $290,000 | – | 29,878 | +100.0% | 0.04% | – |
| CHY | Buy | CALAMOS CONV & HIGH INCOME F | $274,000 | +6.2% | 24,908 | +0.5% | 0.04% | +7.9% |
| BSCE | Buy | INVESCO EXCH TRD SLF IDX FD | $279,000 | +28.0% | 10,897 | +24.8% | 0.04% | +28.1% |
| BSAE | Buy | INVESCO EXCH TRD SLF IDX FD | $275,000 | +26.7% | 10,871 | +25.2% | 0.04% | +28.1% |
| BSBE | Buy | INVESCO EXCH TRD SLF IDX FD | $277,000 | +27.1% | 10,851 | +24.9% | 0.04% | +28.1% |
| JPT | New | NUVEEN PFD & INCOME 2022 TER | $274,000 | – | 11,927 | +100.0% | 0.04% | – |
| BJAN | New | INNOVATOR ETFS TRs&p 500 buffer | $263,000 | – | 9,293 | +100.0% | 0.04% | – |
| BSL | New | BLACKSTONE GSO FLTING RTE FU | $260,000 | – | 15,338 | +100.0% | 0.04% | – |
| EFL | New | EATON VANCE FLTNG RATE 2022 | $245,000 | – | 26,284 | +100.0% | 0.04% | – |
| FDT | Buy | FIRST TR EXCH TRD ALPHA FD Idev mrk ex us | $234,000 | +8.8% | 4,220 | +2.0% | 0.04% | +9.4% |
| ADBE | Buy | ADOBE INC | $234,000 | +15.8% | 866 | +1.8% | 0.04% | +16.7% |
| RWR | Buy | SPDR SERIES TRUSTdj reit etf | $237,000 | +9.2% | 2,439 | +0.5% | 0.04% | +9.4% |
| PJAN | New | INNOVATOR ETFS TRs&p 500 power | $229,000 | – | 8,397 | +100.0% | 0.03% | – |
| DLS | New | WISDOMTREE TRintl smcap div | $220,000 | – | 3,254 | +100.0% | 0.03% | – |
| WPC | New | W P CAREY INC | $221,000 | – | 2,875 | +100.0% | 0.03% | – |
| GS | New | GOLDMAN SACHS GROUP INC | $225,000 | – | 1,090 | +100.0% | 0.03% | – |
| IR | New | INGERSOLL-RAND PLC | $226,000 | – | 2,000 | +100.0% | 0.03% | – |
| BACPRL | Buy | BANK AMER CORP7.25%cnv pfd l | $226,000 | +6.1% | 170 | +1.2% | 0.03% | +3.1% |
| ULTA | New | ULTA BEAUTY INC | $214,000 | – | 610 | +100.0% | 0.03% | – |
| BSJP | New | INVESCO EXCH TRD SLF IDX FD | $213,000 | – | 8,716 | +100.0% | 0.03% | – |
| UPS | New | UNITED PARCEL SERVICE INCcl b | $219,000 | – | 1,920 | +100.0% | 0.03% | – |
| VLO | New | VALERO ENERGY CORP NEW | $216,000 | – | 2,455 | +100.0% | 0.03% | – |
| XEL | New | XCEL ENERGY INC | $219,000 | – | 4,000 | +100.0% | 0.03% | – |
| ZION | New | ZIONS BANCORPORATION N A | $218,000 | – | 4,606 | +100.0% | 0.03% | – |
| BSJO | New | INVESCO EXCH TRD SLF IDX FD | $212,000 | – | 8,437 | +100.0% | 0.03% | – |
| BSJM | New | INVESCO EXCH TRD SLF IDX FD | $210,000 | – | 8,533 | +100.0% | 0.03% | – |
| BSJN | New | INVESCO EXCH TRD SLF IDX FD | $211,000 | – | 8,039 | +100.0% | 0.03% | – |
| BSJL | New | INVESCO EXCH TRD SLF IDX FD | $210,000 | – | 8,434 | +100.0% | 0.03% | – |
| MIE | Buy | COHEN & STEERS MLP INC & ENR | $210,000 | +5.0% | 22,206 | +0.8% | 0.03% | +3.3% |
| PWB | New | INVESCO EXCHANGE TRADED FD Tdynmc lrg gwth | $210,000 | – | 4,425 | +100.0% | 0.03% | – |
| BSJK | New | INVESCO EXCH TRD SLF IDX FD | $207,000 | – | 8,596 | +100.0% | 0.03% | – |
| BSJQ | New | INVESCO EXCH TRD SLF IDX FDinvsco blsh 26 | $206,000 | – | 8,072 | +100.0% | 0.03% | – |
| CAG | New | CONAGRA BRANDS INC | $205,000 | – | 6,719 | +100.0% | 0.03% | – |
| SCHV | New | SCHWAB STRATEGIC TRus lcap va etf | $204,000 | – | 3,641 | +100.0% | 0.03% | – |
| PAGP | New | PLAINS GP HLDGS L Pltd partnr int a | $203,000 | – | 8,391 | +100.0% | 0.03% | – |
| JPS | Buy | NUVEEN PFD & INCM SECURTIES | $108,000 | +9.1% | 11,772 | +0.6% | 0.02% | +6.7% |
| NLY | New | ANNALY CAP MGMT INC | $102,000 | – | 10,214 | +100.0% | 0.02% | – |
| NCV | Buy | ALLIANZGI CONV INCOME FD | $78,000 | +4.0% | 13,108 | +3.2% | 0.01% | +9.1% |
| CVEO | New | CIVEO CORP CDA | $25,000 | – | 12,100 | +100.0% | 0.00% | – |
| AMPE | Buy | AMPIO PHARMACEUTICALS INC | $18,000 | +63.6% | 33,733 | +47.8% | 0.00% | +50.0% |
| ISR | New | ISORAY INC | $13,000 | – | 34,500 | +100.0% | 0.00% | – |
Original filings
The following EDGAR filing(s) were analyzed to create this report:
- View 13F-HR filed 2019-04-22
Top long-term holdings
| Name | Quarters owned | Latest quarter owned | Max weighting |
|---|---|---|---|
| Enterprise Products Partners LP | 36 | Q3 2023 | 5.9% |
| ISHARES TR | 36 | Q3 2023 | 5.2% |
| BERKSHIRE HATHAWAY INC DEL | 36 | Q3 2023 | 4.8% |
| Vanguard S&P 500 ETF | 36 | Q3 2023 | 4.2% |
| ISHARES TR | 36 | Q3 2023 | 4.5% |
| KINDER MORGAN INC DEL | 36 | Q3 2023 | 8.1% |
| VANGUARD INDEX FDS | 36 | Q3 2023 | 3.0% |
| Vanguard Mid-Cap ETF | 36 | Q3 2023 | 3.2% |
| SPDR S&P MIDCAP 400 ETF TR | 36 | Q3 2023 | 3.1% |
| ENERGY TRANSFER LP | 36 | Q3 2023 | 3.1% |
View Chicago Partners Investment Group LLC's complete holdings history.
Latest filings
| Type | Filed |
|---|---|
| 13F-HR | 2024-04-25 |
| 13F-HR | 2024-02-23 |
| 13F-HR | 2023-10-26 |
| 13F-HR | 2023-08-08 |
| 13F-HR | 2023-04-26 |
| 13F-HR | 2023-02-09 |
| 13F-HR | 2022-11-09 |
| 13F-HR | 2022-08-04 |
| 13F-HR | 2022-05-20 |
| 13F-HR | 2022-02-15 |
View Chicago Partners Investment Group LLC's complete filings history.
All filings
- Holdings (13F-HR)
- Significant ownership (13-D/G)
- Insider transactions (4, 5, 6)
- Events (8-K)
- Shareholder votes (proxy)
View complete filings history.