Sonora Investment Management’s AXS Change Finance ESG ETF CHGX Stock Holding History

Sonora Investment Management’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 Q3	$7K	Buy	+200	New	+$6.77K	﹤0.01%	853

Other funds holding CHGX

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

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

ASN

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

LNWWM

Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

Sonora Investment Management's CHGX Position: Q3 2021 in Review

Sonora Investment Management opened a new position in AXS Change Finance ESG ETF (CHGX) in Q3 2021: 200 shares worth $7K. The stake represents ﹤0.01% of the portfolio and ranks #853 among its holdings.

23 funds tracked by Wall St. Rank hold CHGX as of Q3 2021.

Sonora Investment Management held 200 shares of AXS Change Finance ESG ETF worth $7K as of Q3 2021.
AXS Change Finance ESG ETF was a new Sonora Investment Management position in Q3 2021.
AXS Change Finance ESG ETF made up ﹤0.01% of Sonora Investment Management's portfolio in Q3 2021, its #853 holding.
23 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q3 2021.

Based on Sonora Investment Management's 13F filing for Q3 2021, filed 12 Nov 2021.