Concord Wealth Partners’s AXS Change Finance ESG ETF CHGX Stock Holding History

Concord Wealth Partners’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 Q2	–	Sell	-500	Closed	-$18.3K	–	928
2024 Q1	$18.3K	Buy	+500	New	+$17.4K	﹤0.01%	498
2023 Q4	–	Sell	-500	Closed	-$14.8K	–	1053
2023 Q3	$14.8K	Hold	500	–	–	﹤0.01%	561
2023 Q2	$15.6K	Hold	500	–	–	﹤0.01%	544
2023 Q1	$14.4K	Sell	500 -200	-29%	-$5.65K	﹤0.01%	543
2022 Q4	$19K	Buy	+700	New	+$18.9K	0.01%	535
2022 Q3	–	Sell	-700	Closed	-$18K	–	1277
2022 Q2	$18K	Hold	700	–	–	﹤0.01%	571
2022 Q1	$22K	Hold	700	–	–	0.01%	615
2021 Q4	$25K	Hold	700	–	–	0.01%	599
2021 Q3	$23K	Hold	700	–	–	0.01%	357
2021 Q2	$23K	Buy	700 +200	+40%	+$6.36K	0.01%	480
2021 Q1	$15K	Hold	500	–	–	0.01%	526
2020 Q4	$14K	Buy	+500	New	+$13.7K	0.01%	344

Other funds holding CHGX

WWA

WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

PFG Investments Woodbury, New York $2.58B AUM 36.93% 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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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

IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

PAG

Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Concord Wealth Partners's CHGX Position: Q2 2024 in Review

Concord Wealth Partners sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2024, closing a stake of 500 shares — an estimated $18.3K sold.

Concord Wealth Partners first reported a position in CHGX in Q4 2020 and held it in 12 quarters. The position peaked at $25K in Q4 2021. 32 funds tracked by Wall St. Rank hold CHGX as of Q2 2024.

Concord Wealth Partners reported no remaining AXS Change Finance ESG ETF position as of Q2 2024 after selling out during the quarter.
Concord Wealth Partners sold 500 AXS Change Finance ESG ETF shares in Q2 2024, an estimated $18.3K.
Concord Wealth Partners first reported a position in AXS Change Finance ESG ETF in Q4 2020 and held it in 12 quarters.
Concord Wealth Partners's AXS Change Finance ESG ETF position peaked at $25K in Q4 2021.
32 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2024.

Based on Concord Wealth Partners's 13F filing for Q2 2024, filed 31 Jul 2024.