OPS
CHGX

Orion Portfolio Solutions’s AXS Change Finance ESG ETF CHGX Stock Holding History

Orion Portfolio Solutions’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
Q1 		– Sell
-6,169
Closed -$204K – 1770
2023
Q4 		$204K Buy
+6,169
New +$191K ﹤0.01% 1578

Other funds holding CHGX

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 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 $377B AUM 19.32% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Orion Portfolio Solutions's CHGX Position: Q1 2024 in Review

Orion Portfolio Solutions sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2024, closing a stake of 6,169 shares — an estimated $204K sold.

Orion Portfolio Solutions first reported a position in CHGX in Q4 2023 and held it in 1 quarter. The position peaked at $204K in Q4 2023. 40 funds tracked by Wall St. Rank hold CHGX as of Q1 2024.

  • Orion Portfolio Solutions reported no remaining AXS Change Finance ESG ETF position as of Q1 2024 after selling out during the quarter.
  • Orion Portfolio Solutions sold 6,169 AXS Change Finance ESG ETF shares in Q1 2024, an estimated $204K.
  • Orion Portfolio Solutions first reported a position in AXS Change Finance ESG ETF in Q4 2023 and held it in 1 quarter.
  • Orion Portfolio Solutions's AXS Change Finance ESG ETF position peaked at $204K in Q4 2023.
  • 40 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2024.

Based on Orion Portfolio Solutions's 13F filing for Q1 2024, filed 9 May 2024.