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Stance Sustainable Beta Etf shares owned by Private Advisor

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

Historical chart of Private Advisor investment in Stance Sustainable Beta Etf

Tip: Access up to 7 years of quarterly data

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

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Quarterly reported holdings in Stance Sustainable Beta Etf by Private Advisor

Quarter filed Position value Share count Share price at filing
2025-09-30 $2.0M 73k 27.30
2025-06-30 $2.2M 84k 26.07

More positions owned by Private Advisor

Apple (AAPL)
NVIDIA Corporation (NVDA)
Spdr S&p 500 Etf Tr Tr Unit (SPY)
Vanguard Index Fds Total Stk Mkt (VTI)
Spdr Series Trust Portfolio S&p500 (SPLG)
Microsoft Corporation (MSFT)
Invesco Qqq Tr Unit Ser 1 (QQQ)
Ishares Tr Core S&p500 Etf (IVV)
Amazon (AMZN)
Spdr Series Trust Portfoli S&p1500 (SPTM)
Spdr Series Trust Prtflo S&p500 Gw (SPYG)
Vanguard Index Fds Growth Etf (VUG)
Invesco Exch Traded Fd Tr Ii Nasdaq 100 Etf (QQQM)
Vanguard Index Fds S&p 500 Etf Shs (VOO)
Vanguard Index Fds Value Etf (VTV)

View all positions for Private Advisor

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