HF
CHGX

HRT Financial’s AXS Change Finance ESG ETF CHGX Stock Holding History

HRT Financial’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
2021
Q1 		– Sell
-7,672
Closed -$220K – 3344
2020
Q4 		$220K Buy
+7,672
New +$210K ﹤0.01% 1463

Other funds holding CHGX

PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Mercer Global Advisors
Mercer Global Advisors Denver, Colorado $67.6B AUM 18.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

HRT Financial's CHGX Position: Q1 2021 in Review

HRT Financial sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2021, closing a stake of 7,672 shares — an estimated $220K sold.

HRT Financial first reported a position in CHGX in Q4 2020 and held it in 1 quarter. The position peaked at $220K in Q4 2020. 18 funds tracked by Wall St. Rank hold CHGX as of Q1 2021.

  • HRT Financial reported no remaining AXS Change Finance ESG ETF position as of Q1 2021 after selling out during the quarter.
  • HRT Financial sold 7,672 AXS Change Finance ESG ETF shares in Q1 2021, an estimated $220K.
  • HRT Financial first reported a position in AXS Change Finance ESG ETF in Q4 2020 and held it in 1 quarter.
  • HRT Financial's AXS Change Finance ESG ETF position peaked at $220K in Q4 2020.
  • 18 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2021.

Based on HRT Financial's 13F filing for Q1 2021, filed 17 May 2021.