FANJ
CHGX

Financial Architects (New Jersey)’s AXS Change Finance ESG ETF CHGX Stock Holding History

Financial Architects (New Jersey)’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
2023
Q2 		$535K Sell
17,112
-1,887
-10% -$55.5K 0.08% 201
2023
Q1 		$549K Sell
18,999
-372
-2% -$10.5K 0.09% 195
2022
Q4 		$525K Buy
19,371
+1,655
+9% +$44.8K 0.09% 206
2022
Q3 		$440K Buy
+17,716
New +$490K 0.08% 208
2022
Q2 		– Sell
-11,496
Closed -$361K – 329
2022
Q1 		$361K Buy
11,496
+1,960
+21% +$61.9K 0.05% 235
2021
Q4 		$334K Buy
+9,536
New +$327K 0.05% 253

Other funds holding CHGX

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
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 1-Year Est. Return

Financial Architects (New Jersey)'s CHGX Position: Q2 2023 in Review

Financial Architects (New Jersey) reduced its AXS Change Finance ESG ETF (CHGX) stake by 9.9% in Q2 2023, selling an estimated $55.5K and leaving 17,112 shares worth $535K. The position accounts for 0.08% of the portfolio, ranked #201.

Financial Architects (New Jersey) first reported a position in CHGX in Q4 2021 and has held it in 6 quarters since. The position peaked at $549K in Q1 2023. 37 funds tracked by Wall St. Rank hold CHGX as of Q2 2023.

  • Financial Architects (New Jersey) held 17,112 shares of AXS Change Finance ESG ETF worth $535K as of Q2 2023.
  • Financial Architects (New Jersey) sold 1,887 AXS Change Finance ESG ETF shares in Q2 2023, an estimated $55.5K.
  • AXS Change Finance ESG ETF made up 0.08% of Financial Architects (New Jersey)'s portfolio in Q2 2023, its #201 holding.
  • Financial Architects (New Jersey) first reported a position in AXS Change Finance ESG ETF in Q4 2021 and has held it in 6 quarters since.
  • Financial Architects (New Jersey)'s AXS Change Finance ESG ETF position peaked at $549K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2023.

Based on Financial Architects (New Jersey)'s 13F filing for Q2 2023, filed 10 Aug 2023.