AWE
CHGX

Avidian Wealth Enterprises’s AXS Change Finance ESG ETF CHGX Stock Holding History

Avidian Wealth Enterprises’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
2023
Q4 		– Sell
-19,666
Closed -$582K – 443
2023
Q3 		$582K Hold
19,666
– – 0.04% 231
2023
Q2 		$615K Buy
19,666
+4,083
+26% +$120K 0.04% 239
2023
Q1 		$450K Buy
+15,583
New +$440K 0.02% 310

Other funds holding CHGX

I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Avidian Wealth Enterprises's CHGX Position: Q4 2023 in Review

Avidian Wealth Enterprises sold out of AXS Change Finance ESG ETF (CHGX) in Q4 2023, closing a stake of 19,666 shares — an estimated $582K sold.

Avidian Wealth Enterprises first reported a position in CHGX in Q1 2023 and held it in 3 quarters. The position peaked at $615K in Q2 2023. 38 funds tracked by Wall St. Rank hold CHGX as of Q4 2023.

  • Avidian Wealth Enterprises reported no remaining AXS Change Finance ESG ETF position as of Q4 2023 after selling out during the quarter.
  • Avidian Wealth Enterprises sold 19,666 AXS Change Finance ESG ETF shares in Q4 2023, an estimated $582K.
  • Avidian Wealth Enterprises first reported a position in AXS Change Finance ESG ETF in Q1 2023 and held it in 3 quarters.
  • Avidian Wealth Enterprises's AXS Change Finance ESG ETF position peaked at $615K in Q2 2023.
  • 38 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q4 2023.

Based on Avidian Wealth Enterprises's 13F filing for Q4 2023, filed 6 Feb 2024.