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Stance Sustainable Beta Etf shares owned by Modern Wealth Management

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

Historical chart of Modern Wealth Management investment in Stance Sustainable Beta Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stance Sustainable Beta Etf by Modern Wealth Management

Quarter filed Position value Share count Share price at filing
2026-06-30 $546k 17k 33.21

More positions owned by Modern Wealth Management

Fidelity Merrimack Str Tr Total Bd Etf (FBND)
J P Morgan Exchange Traded F Core Plus Bd Etf (JCPB)
Spdr Series Trust St Str P500etf (SPYM)
Putnam Etf Trust Focused Lar Cap (PVAL)
Apple (AAPL)
Janus Detroit Str Tr Hendrson Aaa Cl (JAAA)
Ishares Tr Core S&p500 Etf (IVV)
State Str Spdr S&p 500 Etf T Tr Unit (SPY)
American Centy Etf Tr Intl Eqt Etf (AVDE)
Ishares Tr U S Equity Factr (LRGF)
American Centy Etf Tr Avantis Emgmkt (AVEM)
Vanguard Index Fds Total Stk Mkt (VTI)
Victory Portfolios Ii Shs Fr Ca Fl Etf (VFLO)
Microsoft Corporation (MSFT)
Spdr Series Trust ST STR PR SP1500 (SPTM)

View all positions for Modern Wealth Management

Top funds holding Stance Sustainable Beta Etf

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

View all funds holding Stance Sustainable Beta Etf