RJFSA
CHGX

Raymond James Financial Services Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History

Raymond James Financial Services Advisors’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
Q3 		– Sell
-135,605
Closed -$4.9M – 3594
2024
Q2 		$4.9M Sell
135,605
-1,136
-0.8% -$40.3K 0.01% 1172
2024
Q1 		$5.02M Sell
136,741
-45,607
-25% -$1.59M 0.01% 1139
2023
Q4 		$6.06M Sell
182,348
-3,372
-2% -$104K 0.01% 982
2023
Q3 		$5.5M Buy
185,720
+110
+0.1% +$3.41K 0.01% 962
2023
Q2 		$5.8M Buy
185,610
+1,572
+0.9% +$46.3K 0.01% 938
2023
Q1 		$5.31M Buy
184,038
+3,112
+2% +$87.9K 0.01% 971
2022
Q4 		$4.91M Buy
180,926
+27,651
+18% +$748K 0.01% 960
2022
Q3 		$3.81M Buy
153,275
+494
+0.3% +$13.7K 0.01% 1060
2022
Q2 		$4M Buy
152,781
+46,201
+43% +$1.31M 0.01% 1029
2022
Q1 		$3.35M Buy
106,580
+44,779
+72% +$1.41M 0.01% 1215
2021
Q4 		$2.17M Sell
61,801
-91,599
-60% -$3.14M ﹤0.01% 1483
2021
Q3 		$4.99M Buy
+153,400
New +$5.19M 0.01% 976

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 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
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Raymond James Financial Services Advisors's CHGX Position: Q3 2024 in Review

Raymond James Financial Services Advisors sold out of AXS Change Finance ESG ETF (CHGX) in Q3 2024, closing a stake of 135,605 shares — an estimated $4.9M sold.

Raymond James Financial Services Advisors first reported a position in CHGX in Q3 2021 and held it in 12 quarters. The position peaked at $6.06M in Q4 2023. 32 funds tracked by Wall St. Rank hold CHGX as of Q3 2024.

  • Raymond James Financial Services Advisors reported no remaining AXS Change Finance ESG ETF position as of Q3 2024 after selling out during the quarter.
  • Raymond James Financial Services Advisors sold 135,605 AXS Change Finance ESG ETF shares in Q3 2024, an estimated $4.9M.
  • Raymond James Financial Services Advisors first reported a position in AXS Change Finance ESG ETF in Q3 2021 and held it in 12 quarters.
  • Raymond James Financial Services Advisors's AXS Change Finance ESG ETF position peaked at $6.06M in Q4 2023.
  • 32 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.