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Stance Sustainable Beta Etf shares owned by Asset Dedication

Quarter-by-quarter ownership of Stance Sustainable Beta Etf (CHGX) shares owned by Asset Dedication from 13F filings

Historical chart of Asset Dedication investment in Stance Sustainable Beta Etf

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All positions including Stance Sustainable Beta Etf held by Asset Dedication consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Stance Sustainable Beta Etf by Asset Dedication

Quarter filed Position value Share count Share price at filing
2025-09-30 $112k 4.1k 27.30
2025-06-30 $107k 4.1k 26.07

More positions owned by Asset Dedication

Dimensional Etf Trust Us Core Equity 2 (DFAC)
Dimensional Etf Trust Us Targeted Vlu (DFAT)
Dimensional Etf Trust Emerging Mkts Va (DFEV)
Dimensional Etf Trust Emerging Mkts Co (DFEM)
Dimensional Etf Trust Intl Core Equity (DFIC)
Dimensional Etf Trust World Ex Us Core (DFAX)
Dimensional Etf Trust Us Equity Market (DFUS)
Dimensional Etf Trust Intl Small Cap V (DISV)
Invesco Exch Trd Slf Idx Bulshs 2025 Cb (BSCP)
Invesco Exch Trd Slf Idx Bulshs 2026 Cb (BSCQ)
Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr Series Trust S&p 400 Mdcp Val (MDYV)
Microsoft Corporation (MSFT)
Invesco Exch Trd Slf Idx Bulshs 2027 Cb (BSCR)

View all positions for Asset Dedication

Top funds holding Stance Sustainable Beta Etf

PFG Investments
Pensionmark Financial Group
Westfuller Advisors
Commonwealth Equity Services
Private Advisor
LPL Financial
Cambridge Investment Research Advisors
Stance Capital
First Affirmative Financial Network
Wetherby Asset Management
Seeds Investor
Envestnet Asset Management
LaSalle St. Investment Advisors
Advisor Group Holdings
Pathstone Holdings

View all funds holding Stance Sustainable Beta Etf