WCG Wealth Advisors LLC Takes Position in Stance Sustainable Beta ETF $CHGX

WCG Wealth Advisors LLC acquired a new stake in Stance Sustainable Beta ETF (NASDAQ:CHGX) in the 4th quarter, according to the company in its most recent 13F filing with the Securities and Exchange Commission (SEC). The institutional investor acquired 45,682 shares of the company’s stock, valued at approximately $1,242,000. WCG Wealth Advisors LLC owned 0.90% of Stance Sustainable Beta ETF as of its most recent SEC filing.

Other institutional investors have also modified their holdings of the company. Evolution Advisers Inc. acquired a new stake in shares of Stance Sustainable Beta ETF in the fourth quarter valued at $41,000. Raymond James Financial Inc. acquired a new stake in shares of Stance Sustainable Beta ETF in the second quarter valued at $91,000. Assetmark Inc. acquired a new stake in shares of Stance Sustainable Beta ETF in the third quarter valued at $135,000. Farther Finance Advisors LLC lifted its holdings in shares of Stance Sustainable Beta ETF by 108.0% in the fourth quarter. Farther Finance Advisors LLC now owns 5,442 shares of the company’s stock valued at $148,000 after buying an additional 2,826 shares during the period. Finally, Rossby Financial LCC lifted its holdings in shares of Stance Sustainable Beta ETF by 28.1% in the third quarter. Rossby Financial LCC now owns 7,377 shares of the company’s stock valued at $203,000 after buying an additional 1,616 shares during the period.

Stance Sustainable Beta ETF Stock Down 3.5%

Shares of Stance Sustainable Beta ETF stock opened at $32.32 on Friday. The firm has a market cap of $162.25 million, a price-to-earnings ratio of 24.93 and a beta of 1.07. The business has a fifty day simple moving average of $30.00 and a 200-day simple moving average of $28.45. Stance Sustainable Beta ETF has a fifty-two week low of $24.99 and a fifty-two week high of $33.58.

Stance Sustainable Beta ETF Profile

The AXS Change Finance ESG ETF (CHGX) is an exchange-traded fund that mostly invests in large cap equity. The fund tracks an index of 100 US large-cap stocks that meet diverse environmental, social, and governance standards.