CAN
CHGX

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

Cetera Advisor Networks’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
2020
Q3 		– Sell
-800
Closed -$18K – 3306
2020
Q2 		$18K Buy
+800
New +$17.1K ﹤0.01% 2464

Other funds holding CHGX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
WS
Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return
BWP
BSW Wealth Partners Boulder, Colorado $899M AUM 28.56% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Advisor Networks's CHGX Position: Q3 2020 in Review

Cetera Advisor Networks sold out of AXS Change Finance ESG ETF (CHGX) in Q3 2020, closing a stake of 800 shares — an estimated $18K sold.

Cetera Advisor Networks first reported a position in CHGX in Q2 2020 and held it in 1 quarter. The position peaked at $18K in Q2 2020. 12 funds tracked by Wall St. Rank hold CHGX as of Q3 2020.

  • Cetera Advisor Networks reported no remaining AXS Change Finance ESG ETF position as of Q3 2020 after selling out during the quarter.
  • Cetera Advisor Networks sold 800 AXS Change Finance ESG ETF shares in Q3 2020, an estimated $18K.
  • Cetera Advisor Networks first reported a position in AXS Change Finance ESG ETF in Q2 2020 and held it in 1 quarter.
  • Cetera Advisor Networks's AXS Change Finance ESG ETF position peaked at $18K in Q2 2020.
  • 12 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q3 2020.

Based on Cetera Advisor Networks's 13F filing for Q3 2020, filed 13 Nov 2020.