Creative Planning
CHGX

Creative Planning’s AXS Change Finance ESG ETF CHGX Stock Holding History

Creative Planning’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
-9,746
Closed -$358K – 3218
2024
Q1 		$358K Buy
+9,746
New +$340K ﹤0.01% 2103

Other funds holding CHGX

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
PI
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
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
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
SI
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Creative Planning's CHGX Position: Q2 2024 in Review

Creative Planning sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2024, closing a stake of 9,746 shares — an estimated $358K sold.

Creative Planning first reported a position in CHGX in Q1 2024 and held it in 1 quarter. The position peaked at $358K in Q1 2024. 32 funds tracked by Wall St. Rank hold CHGX as of Q2 2024.

  • Creative Planning reported no remaining AXS Change Finance ESG ETF position as of Q2 2024 after selling out during the quarter.
  • Creative Planning sold 9,746 AXS Change Finance ESG ETF shares in Q2 2024, an estimated $358K.
  • Creative Planning first reported a position in AXS Change Finance ESG ETF in Q1 2024 and held it in 1 quarter.
  • Creative Planning's AXS Change Finance ESG ETF position peaked at $358K in Q1 2024.
  • 32 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2024.

Based on Creative Planning's 13F filing for Q2 2024, filed 15 Aug 2024.