ETF SER SOLUTIONS's ticker is CHGX and the CUSIP is 26922A560.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q4 2021 | $2,812,000 | +10.6% | 80,249 | +2.6% | 0.01% | 0.0% |
| Q3 2021 | $2,543,000 | +4.2% | 78,192 | +5.7% | 0.01% | 0.0% |
| Q2 2021 | $2,440,000 | +95.2% | 73,998 | +78.4% | 0.01% | +66.7% |
| Q1 2021 | $1,250,000 | +6.5% | 41,478 | +1.5% | 0.00% | 0.0% |
| Q4 2020 | $1,174,000 | +1007.5% | 40,871 | +887.9% | 0.00% | – |
| Q3 2020 | $106,000 | -1.9% | 4,137 | -11.4% | 0.00% | – |
| Q2 2020 | $108,000 | +25.6% | 4,668 | 0.0% | 0.00% | – |
| Q1 2020 | $86,000 | – | 4,668 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| IMPACTfolio, LLC | 411,380 | $12,912,000 | 9.61% |
| First Affirmative Financial Network | 13,081 | $411,000 | 0.39% |
| Advisory Services Network, LLC | 118,088 | $3,706,000 | 0.11% |
| Concord Wealth Partners | 700 | $22,000 | 0.01% |