Sargent Bickham Lagudis’s AXS Change Finance ESG ETF CHGX Stock Holding History

Sargent Bickham Lagudis’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
2022 Q4	$63K	Hold	2,323	–	–	0.01%	400
2022 Q3	$58K	Hold	2,323	–	–	0.01%	388
2022 Q2	$61K	Buy	2,323 +96	+4%	+$2.73K	0.01%	387
2022 Q1	$70K	Hold	2,227	–	–	0.01%	391
2021 Q4	$78K	Buy	2,227 +22	+1%	+$755	0.01%	375
2021 Q3	$72K	Buy	2,205 +31	+1%	+$1.05K	0.01%	383
2021 Q2	$72K	Buy	2,174 +58	+3%	+$1.84K	0.01%	395
2021 Q1	$64K	Buy	+2,116	New	+$62.5K	0.01%	397

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

PFO

Pathstone Family Office Englewood, New Jersey $13.1B AUM 21.02% 1-Year Est. Return

ASN

Advisory Services Network Atlanta, Georgia $7.52B AUM 29.01% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

SAM

Stone Asset Management Austin, Texas $62.6M AUM 8.13% 1-Year Est. Return

Sargent Bickham Lagudis's CHGX Position: Q4 2022 in Review

Sargent Bickham Lagudis held its AXS Change Finance ESG ETF (CHGX) position steady in Q4 2022 at 2,323 shares worth $63K. The position accounts for 0.01% of the portfolio, ranked #400.

Sargent Bickham Lagudis first reported a position in CHGX in Q1 2021 and has held it in 8 quarters since. The position peaked at $78K in Q4 2021. 32 funds tracked by Wall St. Rank hold CHGX as of Q4 2022.

Sargent Bickham Lagudis held 2,323 shares of AXS Change Finance ESG ETF worth $63K as of Q4 2022.
Sargent Bickham Lagudis left its AXS Change Finance ESG ETF share count unchanged in Q4 2022.
AXS Change Finance ESG ETF made up 0.01% of Sargent Bickham Lagudis's portfolio in Q4 2022, its #400 holding.
Sargent Bickham Lagudis first reported a position in AXS Change Finance ESG ETF in Q1 2021 and has held it in 8 quarters since.
Sargent Bickham Lagudis's AXS Change Finance ESG ETF position peaked at $78K in Q4 2021.
32 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q4 2022.

Based on Sargent Bickham Lagudis's 13F filing for Q4 2022, filed 23 Jan 2023.