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Stance Sustainable Beta Etf shares owned by CWM

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

Historical chart of CWM investment in Stance Sustainable Beta Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stance Sustainable Beta Etf by CWM

Quarter filed Position value Share count Share price at filing
2025-09-30 $15k 536 27.99
2025-06-30 $14k 536 26.12

More positions owned by CWM

Ishares Tr Core S&p500 Etf (IVV)
Ishares Tr Core Total Usd (IUSB)
Spdr Series Trust Portfolio S&p500 (SPLG)
Apple (AAPL)
Ishares Tr Msci Usa Qlt Fct (QUAL)
Spdr Index Shs Fds Portfolio Devlpd (SPDW)
Ishares Tr S&p 500 Grwt Etf (IVW)
Microsoft Corporation (MSFT)
Blackrock Etf Trust Ishares Us Equit (DYNF)
Spdr Series Trust Portfolio Agrgte (SPAB)
Ishares Tr Eafe Value Etf (EFV)
Ishares Tr S&p 500 Val Etf (IVE)
Ishares Tr S&p 100 Etf (OEF)
Pimco Etf Tr Active Bd Etf (BOND)
Amazon (AMZN)

View all positions for CWM

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