PFGIA
CHGX

Patriot Financial Group Insurance Agency’s AXS Change Finance ESG ETF CHGX Stock Holding History

Patriot Financial Group Insurance Agency’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
Q2 		– Sell
-40
Closed -$1K – 2194
2021
Q1 		$1K Buy
+40
New +$1.18K ﹤0.01% 1954

Other funds holding CHGX

PFO
Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
ASN
Advisory Services Network Atlanta, Georgia $8.83B AUM 38.5% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $4.08B AUM 58.77% 1-Year Est. Return
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM
AC
Arjuna Capital Durham, North Carolina $393M AUM 20.42% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Patriot Financial Group Insurance Agency's CHGX Position: Q2 2021 in Review

Patriot Financial Group Insurance Agency sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2021, closing a stake of 40 shares — an estimated $1K sold.

Patriot Financial Group Insurance Agency first reported a position in CHGX in Q1 2021 and held it in 1 quarter. The position peaked at $1K in Q1 2021. 24 funds tracked by Wall St. Rank hold CHGX as of Q2 2021.

  • Patriot Financial Group Insurance Agency reported no remaining AXS Change Finance ESG ETF position as of Q2 2021 after selling out during the quarter.
  • Patriot Financial Group Insurance Agency sold 40 AXS Change Finance ESG ETF shares in Q2 2021, an estimated $1K.
  • Patriot Financial Group Insurance Agency first reported a position in AXS Change Finance ESG ETF in Q1 2021 and held it in 1 quarter.
  • Patriot Financial Group Insurance Agency's AXS Change Finance ESG ETF position peaked at $1K in Q1 2021.
  • 24 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2021.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2021, filed 30 Jul 2021.