MCC
CHGX

Money Concepts Capital’s AXS Change Finance ESG ETF CHGX Stock Holding History

Money Concepts Capital’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
-3,739
Closed -$101K – 3229
2022
Q4 		$101K Buy
+3,739
New +$101K ﹤0.01% 957
2022
Q2 		– Sell
-14,199
Closed -$446K – 2831
2022
Q1 		$446K Buy
+14,199
New +$448K 0.03% 475

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 $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 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

Money Concepts Capital's CHGX Position: Q1 2023 in Review

Money Concepts Capital sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2023, closing a stake of 3,739 shares — an estimated $101K sold.

Money Concepts Capital first reported a position in CHGX in Q1 2022 and held it in 2 quarters. The position peaked at $446K in Q1 2022. 33 funds tracked by Wall St. Rank hold CHGX as of Q1 2023.

  • Money Concepts Capital reported no remaining AXS Change Finance ESG ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,739 AXS Change Finance ESG ETF shares in Q1 2023, an estimated $101K.
  • Money Concepts Capital first reported a position in AXS Change Finance ESG ETF in Q1 2022 and held it in 2 quarters.
  • Money Concepts Capital's AXS Change Finance ESG ETF position peaked at $446K in Q1 2022.
  • 33 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.