WS
CHGX

Wedbush Securities’s AXS Change Finance ESG ETF CHGX Stock Holding History

Wedbush Securities’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
Q1 		– Sell
-6,543
Closed -$217K – 1290
2023
Q4 		$217K Sell
6,543
-1,950
-23% -$60.3K 0.01% 925
2023
Q3 		$251K Buy
8,493
+1,438
+20% +$44.6K 0.01% 814
2023
Q2 		$221K Sell
7,055
-1,438
-17% -$42.3K 0.01% 886
2023
Q1 		$245K Hold
8,493
– – 0.01% 836
2022
Q4 		$230K Hold
8,493
– – 0.01% 842
2022
Q3 		$211K Hold
8,493
– – 0.01% 875
2022
Q2 		$223K Buy
+8,493
New +$241K 0.01% 891
2022
Q1 		– Sell
-8,493
Closed -$298K – 1235
2021
Q4 		$298K Hold
8,493
– – 0.01% 874
2021
Q3 		$276K Buy
8,493
+592
+7% +$20K 0.01% 905
2021
Q2 		$260K Sell
7,901
-352
-4% -$11.2K 0.01% 935
2021
Q1 		$249K Hold
8,253
– – 0.01% 897
2020
Q4 		$237K Hold
8,253
– – 0.02% 735
2020
Q3 		$211K Buy
+8,253
New +$204K 0.02% 752

Other funds holding CHGX

WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 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 $377B AUM 19.32% 1-Year Est. Return
I
IMPACTfolio Denver, Colorado $266M AUM 18.48% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Wedbush Securities's CHGX Position: Q1 2024 in Review

Wedbush Securities sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2024, closing a stake of 6,543 shares — an estimated $217K sold.

Wedbush Securities first reported a position in CHGX in Q3 2020 and held it in 13 quarters. The position peaked at $298K in Q4 2021. 40 funds tracked by Wall St. Rank hold CHGX as of Q1 2024.

  • Wedbush Securities reported no remaining AXS Change Finance ESG ETF position as of Q1 2024 after selling out during the quarter.
  • Wedbush Securities sold 6,543 AXS Change Finance ESG ETF shares in Q1 2024, an estimated $217K.
  • Wedbush Securities first reported a position in AXS Change Finance ESG ETF in Q3 2020 and held it in 13 quarters.
  • Wedbush Securities's AXS Change Finance ESG ETF position peaked at $298K in Q4 2021.
  • 40 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2024.

Based on Wedbush Securities's 13F filing for Q1 2024, filed 15 May 2024.