SC
CHGX

Stephens Consulting’s AXS Change Finance ESG ETF CHGX Stock Holding History

Stephens Consulting’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
Q1 		– Sell
-600
Closed -$21K – 713
2021
Q4 		$21K Buy
+600
New +$20.6K 0.02% 291

Other funds holding CHGX

I
IMPACTfolio Denver, Colorado $235M AUM 14.29% 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
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
TRCT
Tower Research Capital (TRC) New York $3.85B AUM 32.11% 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

Stephens Consulting's CHGX Position: Q1 2022 in Review

Stephens Consulting sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2022, closing a stake of 600 shares — an estimated $21K sold.

Stephens Consulting first reported a position in CHGX in Q4 2021 and held it in 1 quarter. The position peaked at $21K in Q4 2021. 23 funds tracked by Wall St. Rank hold CHGX as of Q1 2022.

  • Stephens Consulting reported no remaining AXS Change Finance ESG ETF position as of Q1 2022 after selling out during the quarter.
  • Stephens Consulting sold 600 AXS Change Finance ESG ETF shares in Q1 2022, an estimated $21K.
  • Stephens Consulting first reported a position in AXS Change Finance ESG ETF in Q4 2021 and held it in 1 quarter.
  • Stephens Consulting's AXS Change Finance ESG ETF position peaked at $21K in Q4 2021.
  • 23 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2022.

Based on Stephens Consulting's 13F filing for Q1 2022, filed 20 Jan 2023.