Steward Partners Investment Advisory, LLC
Position in CHGX — Stance Sustainable Beta ETF
CIK 1723397
STAMFORD, CT
Position in CHGX
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$104,900
+$20,179 QoQ
Shares Held
3,159
0.0% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#18
of 24 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 0%
Shared 0%
None 100%
Common Shares in CHGX Over Time
Shares Held
Position Value (USD)
All Filings in CHGX
Export CSV
5 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $104,900 | 3,159 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $84,721 | 3,159 | Shares | Sole | 2026-05-08 | |
| 2025-12-31 | $85,883 | 3,159 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $86,253 | 3,159 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $82,355 | 3,159 | Shares | Sole | 2025-08-12 | |
| No filing history on record for this holder in this stock. | ||||||