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Stance Sustainable Beta Etf shares owned by Creative Planning

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

Historical chart of Creative Planning investment in Stance Sustainable Beta Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stance Sustainable Beta Etf by Creative Planning

Quarter filed Position value Share count Share price at filing
2025-09-30 $220k 8.0k 27.30
2025-06-30 $210k 8.0k 26.07

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View all positions for Creative Planning

Top funds holding Stance Sustainable Beta Etf

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Private Advisor
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First Affirmative Financial Network
Wetherby Asset Management
Seeds Investor
Envestnet Asset Management
LaSalle St. Investment Advisors
Advisor Group Holdings
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