Who owns STANCE SUSTAINABLE BETA ETF?
- Ticker: CHGX
- CUSIP Number: 02072l151
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Analyze quarterly positions in Stance Sustainable Beta Etf with up to 7 years of data, all consolidated into one spreadsheet
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Top investors of Stance Sustainable Beta Etf stock
Who bought or sold STANCE SUSTAINABLE BETA ETF this quarter?
| Fund or Company Name | Shares Held | Valued At | Change in Shares | As Of | Actions |
|---|---|---|---|---|---|
| PFG Investments | 402k | $11M | -1% | Sep 2025 |
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| Pensionmark Financial Group | 207k | $5.7M | 0% | Sep 2025 |
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| Westfuller Advisors | 121k | $3.3M | -7% | Sep 2025 |
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| Commonwealth Equity Services | 86k | $2.4M | -5% | Sep 2025 |
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| Private Advisor | 73k | $2.0M | -14% | Sep 2025 |
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| LPL Financial | 64k | $1.7M | 8% | Sep 2025 |
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| Cambridge Investment Research Advisors | 58k | $1.6M | -2% | Sep 2025 |
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| Stance Capital | 50k | $1.4M | 100% | Sep 2025 |
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| First Affirmative Financial Network | 46k | $1.2M | 0% | Sep 2025 |
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| Wetherby Asset Management | 36k | $994k | 0% | Sep 2025 |
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| Seeds Investor | 36k | $979k | 4% | Sep 2025 |
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| Envestnet Asset Management | 33k | $903k | -32% | Sep 2025 |
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| LaSalle St. Investment Advisors | 31k | $853k | 100% | Sep 2025 |
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| Advisor Group Holdings | 30k | $811k | -71% | Sep 2025 |
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| Pathstone Holdings | 28k | $759k | 44% | Sep 2025 |
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| Figure 8 Investment Strategies | 27k | $731k | -43% | Sep 2025 |
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| HighTower Advisors | 20k | $555k | 6% | Sep 2025 |
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| Royal Bank of Canada | 17k | $455k | 0% | Sep 2025 |
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| UBS Group | 16k | $445k | 20% | Sep 2025 |
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| Aegis Wealth Management | 14k | $385k | 100% | Sep 2025 |
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| Arjuna Capital | 13k | $354k | 0% | Sep 2025 |
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| Denver Wealth Management | 12k | $323k | -2% | Sep 2025 |
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| Morgan Stanley | 9.4k | $244k | 100% | Jun 2025 |
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| Mirae Asset Securities | 8.2k | $225k | -76% | Sep 2025 |
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| Creative Planning | 8.0k | $220k | 0% | Sep 2025 |
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| Colony | 7.9k | $215k | 0% | Sep 2025 |
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| Rossby Financial, LCC | 7.4k | $203k | 28% | Sep 2025 |
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| Tower Research Capital | 6.0k | $164k | -56% | Sep 2025 |
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| FMR | 5.9k | $161k | 3% | Sep 2025 |
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| Assetmark | 5.0k | $135k | 100% | Sep 2025 |
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| Millstone Evans Group | 4.7k | $128k | 100% | Sep 2025 |
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| TFC Financial Management | 4.5k | $123k | 0% | Sep 2025 |
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| Asset Dedication | 4.1k | $112k | 0% | Sep 2025 |
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| ORG Partners | 3.6k | $99k | 0% | Sep 2025 |
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| Steward Partners Investment Advisory | 3.2k | $86k | 0% | Sep 2025 |
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| Farther Finance Advisors | 2.6k | $71k | 0% | Sep 2025 |
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| Pnc Financial Services | 1.7k | $47k | -21% | Sep 2025 |
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| CWM | 536.00 | $15k | 0% | Sep 2025 |
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| Jpmorgan Chase & Co | 194.00 | $5.3k | 100% | Sep 2025 |
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| Smartleaf Asset Management | 168.00 | $4.6k | 0% | Sep 2025 |
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| Alerus Financial | 94.00 | $2.6k | 100% | Sep 2025 |
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Who sold out of Stance Sustainable Beta Etf?
| Fund or Company Name | Date Sold | Shares Held | Valued At |
|---|---|---|---|
| Natural Investments | Jun 2025 | 290k | $7.6M |
| WCG Wealth Advisors | Jun 2025 | 48k | $1.3M |
| Cetera Investment Advisers | Jun 2025 | 18k | $469k |
| Hrt Financial | Jun 2025 | 17k | $430k |
| Raymond James Financial | Jun 2025 | 3.5k | $91k |