CGL
CHGX

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

Clarius Group LLC’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
2024
Q4 		– Sell
-5,726
Closed -$220K – 479
2024
Q3 		$220K Hold
5,726
– – 0.02% 405
2024
Q2 		$207K Hold
5,726
– – 0.01% 415
2024
Q1 		$210K Buy
+5,726
New +$200K 0.01% 442
2021
Q3 		– Sell
-6,129
Closed -$202K – 447
2021
Q2 		$202K Buy
+6,129
New +$195K 0.02% 405

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clarius Group LLC's CHGX Position: Q4 2024 in Review

Clarius Group LLC sold out of AXS Change Finance ESG ETF (CHGX) in Q4 2024, closing a stake of 5,726 shares — an estimated $220K sold.

Clarius Group LLC first reported a position in CHGX in Q2 2021 and held it in 4 quarters. The position peaked at $220K in Q3 2024. 36 funds tracked by Wall St. Rank hold CHGX as of Q4 2024.

  • Clarius Group LLC reported no remaining AXS Change Finance ESG ETF position as of Q4 2024 after selling out during the quarter.
  • Clarius Group LLC sold 5,726 AXS Change Finance ESG ETF shares in Q4 2024, an estimated $220K.
  • Clarius Group LLC first reported a position in AXS Change Finance ESG ETF in Q2 2021 and held it in 4 quarters.
  • Clarius Group LLC's AXS Change Finance ESG ETF position peaked at $220K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q4 2024.

Based on Clarius Group LLC's 13F filing for Q4 2024, filed 16 Jan 2025.