Advisor Group’s AXS Change Finance ESG ETF CHGX Stock Holding History

Advisor Group’s Portfolio CHGX Stock Details CHGX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	$101K	Buy	4,343 +2,413	+125%	+$53.9K	﹤0.01%	2935
2019 Q3	$42K	Buy	+1,930	New	+$41.8K	﹤0.01%	3521

Other funds holding CHGX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

LNWWM

Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $82.4B AUM 19.69% 1-Year Est. Return

LTFS

Ladenburg Thalmann Financial Services Miami, Florida $15.9B AUM 25.16% 1-Year Est. Return

Advisor Group's CHGX Position: Q4 2019 in Review

Advisor Group increased its AXS Change Finance ESG ETF (CHGX) stake by 125% in Q4 2019, buying an estimated $53.9K and bringing the position to 4,343 shares worth $101K. The position accounts for ﹤0.01% of the portfolio, ranked #2935.

Advisor Group first reported a position in CHGX in Q3 2019 and has held it in 2 quarters since. 9 funds tracked by Wall St. Rank hold CHGX as of Q4 2019.

Advisor Group held 4,343 shares of AXS Change Finance ESG ETF worth $101K as of Q4 2019.
Advisor Group bought 2,413 AXS Change Finance ESG ETF shares in Q4 2019, an estimated $53.9K.
AXS Change Finance ESG ETF made up ﹤0.01% of Advisor Group's portfolio in Q4 2019, its #2935 holding.
Advisor Group first reported a position in AXS Change Finance ESG ETF in Q3 2019 and has held it in 2 quarters since.
9 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q4 2019.

Based on Advisor Group's 13F filing for Q4 2019, filed 12 Feb 2020.