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Stance Sustainable Beta Etf shares owned by Pensionmark Financial Group

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

Historical chart of Pensionmark Financial Group investment in Stance Sustainable Beta Etf

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

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Quarterly reported holdings in Stance Sustainable Beta Etf by Pensionmark Financial Group

Quarter filed Position value Share count Share price at filing
2025-09-30 $5.7M 207k 27.30
2025-06-30 $5.4M 207k 26.07

More positions owned by Pensionmark Financial Group

Apple (AAPL)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Microsoft Corporation (MSFT)
Spdr Series Trust Portfolio S&p500 (SPLG)
Ishares Tr S&p 500 Grwt Etf (IVW)
Vanguard Bd Index Fds Short Trm Bond (BSV)
JPMorgan Chase & Co. (JPM)
Amazon (AMZN)
NVIDIA Corporation (NVDA)
Alphabet Cap Stk Cl A (GOOGL)
Meta Platforms Cl A (META)
Broadcom (AVGO)
Ishares Tr 0-5yr Invt Gr Cp (SLQD)
Church & Dwight (CHD)
Vanguard Bd Index Fds Intermed Term (BIV)

View all positions for Pensionmark Financial Group

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