ETF SER SOLUTIONS's ticker is CHGX and the CUSIP is 26922A560.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $1,571,000 | +17.7% | 44,830 | +9.3% | 0.00% | 0.0% |
| Q3 2021 | $1,335,000 | -2.1% | 41,034 | -0.7% | 0.00% | 0.0% |
| Q2 2021 | $1,363,000 | +13.7% | 41,337 | +3.9% | 0.00% | 0.0% |
| Q1 2021 | $1,199,000 | +7.1% | 39,769 | +2.0% | 0.00% | 0.0% |
| Q4 2020 | $1,120,000 | +2.6% | 38,989 | -8.8% | 0.00% | -50.0% |
| Q3 2020 | $1,092,000 | +34.6% | 42,751 | +21.4% | 0.00% | +100.0% |
| Q2 2020 | $811,000 | +40.6% | 35,202 | +13.3% | 0.00% | 0.0% |
| Q1 2020 | $577,000 | +20.2% | 31,057 | +50.7% | 0.00% | 0.0% |
| Q4 2019 | $480,000 | +40.4% | 20,608 | +30.9% | 0.00% | 0.0% |
| Q3 2019 | $342,000 | +6.5% | 15,746 | +5.4% | 0.00% | 0.0% |
| Q2 2019 | $321,000 | – | 14,936 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| First Affirmative Financial Network | 13,218 | $430,000 | 0.44% |
| Arjuna Capital | 22,621 | $736,000 | 0.30% |
| PATHSTONE FAMILY OFFICE, LLC | 133,594 | $4,346,000 | 0.13% |
| Advisory Services Network, LLC | 68,584 | $2,231,000 | 0.07% |
| Laird Norton Wetherby Wealth Management, LLC | 23,394 | $761,000 | 0.05% |
| CONCOURSE FINANCIAL GROUP SECURITIES, INC. | 7,153 | $233,000 | 0.01% |
| WEDBUSH SECURITIES INC | 8,493 | $276,000 | 0.01% |
| Raymond James Financial Services Advisors, Inc. | 153,400 | $4,990,000 | 0.01% |
| Concord Wealth Partners | 700 | $23,000 | 0.01% |
| Cambridge Investment Research Advisors, Inc. | 56,201 | $1,828,000 | 0.01% |