CAPTRUST Financial Advisors
CHGX

CAPTRUST Financial Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History

CAPTRUST Financial Advisors’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
2022
Q3 		– Sell
-4,056
Closed -$106K – 4630
2022
Q2 		$106K Buy
+4,056
New +$115K ﹤0.01% 2152
2022
Q1 		– Sell
-4,104
Closed -$144K – 5287
2021
Q4 		$144K Buy
+4,104
New +$141K ﹤0.01% 1886

Other funds holding CHGX

PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
AC
Arjuna Capital Durham, North Carolina $393M AUM 20.42% 1-Year Est. Return

CAPTRUST Financial Advisors's CHGX Position: Q3 2022 in Review

CAPTRUST Financial Advisors sold out of AXS Change Finance ESG ETF (CHGX) in Q3 2022, closing a stake of 4,056 shares — an estimated $106K sold.

CAPTRUST Financial Advisors first reported a position in CHGX in Q4 2021 and held it in 2 quarters. The position peaked at $144K in Q4 2021. 29 funds tracked by Wall St. Rank hold CHGX as of Q3 2022.

  • CAPTRUST Financial Advisors reported no remaining AXS Change Finance ESG ETF position as of Q3 2022 after selling out during the quarter.
  • CAPTRUST Financial Advisors sold 4,056 AXS Change Finance ESG ETF shares in Q3 2022, an estimated $106K.
  • CAPTRUST Financial Advisors first reported a position in AXS Change Finance ESG ETF in Q4 2021 and held it in 2 quarters.
  • CAPTRUST Financial Advisors's AXS Change Finance ESG ETF position peaked at $144K in Q4 2021.
  • 29 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q3 2022.

Based on CAPTRUST Financial Advisors's 13F filing for Q3 2022, filed 16 Nov 2022.