LWP
CHGX

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

Laurel Wealth 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
2023
Q1 		– Sell
-1,237
Closed -$33.5K – 215
2022
Q4 		$33.5K Hold
1,237
– – 0.02% 114
2022
Q3 		$31K Buy
+1,237
New +$34.2K 0.02% 112

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
ASN
Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Laurel Wealth Planning's CHGX Position: Q1 2023 in Review

Laurel Wealth Planning sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2023, closing a stake of 1,237 shares — an estimated $33.5K sold.

Laurel Wealth Planning first reported a position in CHGX in Q3 2022 and held it in 2 quarters. The position peaked at $33.5K in Q4 2022. 33 funds tracked by Wall St. Rank hold CHGX as of Q1 2023.

  • Laurel Wealth Planning reported no remaining AXS Change Finance ESG ETF position as of Q1 2023 after selling out during the quarter.
  • Laurel Wealth Planning sold 1,237 AXS Change Finance ESG ETF shares in Q1 2023, an estimated $33.5K.
  • Laurel Wealth Planning first reported a position in AXS Change Finance ESG ETF in Q3 2022 and held it in 2 quarters.
  • Laurel Wealth Planning's AXS Change Finance ESG ETF position peaked at $33.5K in Q4 2022.
  • 33 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2023.

Based on Laurel Wealth Planning's 13F filing for Q1 2023, filed 18 Apr 2023.