ENVESTNET ASSET MANAGEMENT INC
Position in CHGX — Stance Sustainable Beta ETF
CIK 1407543
Berwyn, PA
Position in CHGX
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$1,721,716
+$894,565 QoQ
Shares Held
51,848
+68.1% QoQ
Ownership
—
of shares outstanding
% of Portfolio
0.00%
of 13F equity value
Holder Rank
#6
of 32 holders
Holding Since
Jun 2025
5 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
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 | $1,721,716 | 51,848 | Shares | Sole | 2026-08-03 | |
| 2026-03-31 | $827,151 | 30,842 | Shares | Sole | 2026-05-04 | |
| 2025-12-31 | $261,756 | 9,628 | Shares | Sole | 2026-02-10 | |
| 2025-09-30 | $902,615 | 33,058 | Shares | Sole | 2025-11-05 | |
| 2025-06-30 | $1,274,014 | 48,869 | Shares | Sole | 2025-08-01 | |
| No filing history on record for this holder in this stock. | ||||||