HGERS
CHGX

Householder Group Estate & Retirement Specialist’s AXS Change Finance ESG ETF CHGX Stock Holding History

Householder Group Estate & Retirement Specialist’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
-3,522
Closed -$135K – 1297
2024
Q3 		$135K Buy
3,522
+408
+13% +$15K 0.04% 310
2024
Q2 		$112K Sell
3,114
-200
-6% -$7.1K 0.03% 334
2024
Q1 		$122K Buy
3,314
+7
+0.2% +$244 0.04% 317
2023
Q4 		$109K Hold
3,307
– – 0.04% 321
2023
Q3 		$97.9K Buy
+3,307
New +$103K 0.04% 317
2023
Q1 		$52K Buy
+1,808
New +$51.1K 0.02% 441

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 $4.22B AUM 26.72% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 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 $445B AUM 25.58% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Householder Group Estate & Retirement Specialist's CHGX Position: Q4 2024 in Review

Householder Group Estate & Retirement Specialist sold out of AXS Change Finance ESG ETF (CHGX) in Q4 2024, closing a stake of 3,522 shares — an estimated $135K sold.

Householder Group Estate & Retirement Specialist first reported a position in CHGX in Q1 2023 and held it in 6 quarters. The position peaked at $135K in Q3 2024. 36 funds tracked by Wall St. Rank hold CHGX as of Q4 2024.

  • Householder Group Estate & Retirement Specialist reported no remaining AXS Change Finance ESG ETF position as of Q4 2024 after selling out during the quarter.
  • Householder Group Estate & Retirement Specialist sold 3,522 AXS Change Finance ESG ETF shares in Q4 2024, an estimated $135K.
  • Householder Group Estate & Retirement Specialist first reported a position in AXS Change Finance ESG ETF in Q1 2023 and held it in 6 quarters.
  • Householder Group Estate & Retirement Specialist's AXS Change Finance ESG ETF position peaked at $135K in Q3 2024.
  • 36 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q4 2024.

Based on Householder Group Estate & Retirement Specialist's 13F filing for Q4 2024, filed 15 Jan 2025.