Question 1

How many shares of CHGX does LPL Financial LLC own?

Accepted Answer

LPL Financial LLC previously held 0 shares of CHGX (Stance Sustainable Beta ETF) before exiting the position in 2025-Q2.

Question 2

What is LPL Financial LLC's CHGX position worth?

Accepted Answer

LPL Financial LLC's CHGX position was last reported at $0 in 2025-Q2 before the exit.

Question 3

Is LPL Financial LLC buying or selling CHGX?

Accepted Answer

In 2025-Q2, LPL Financial LLC exited their CHGX position entirely (-100.0% change in shares).

Question 4

When did LPL Financial LLC first buy CHGX?

Accepted Answer

Based on available 13F filings, LPL Financial LLC first reported a position in CHGX in 2022-Q2. They have held the position across 13 quarters.

Quarter	Action	Shares	Change	Value	Weight	Price	Conviction
2025-Q2 Latest	Exited	0	-100.0%	$0	0.0%	$25.67	0
2025-Q1	Decreased	40,925	-5.8%	$1.5M	0.0%	$23.40	0
2024-Q4	Decreased	43,447	-0.9%	$1.6M	0.0%	$24.32	0
2024-Q3	Decreased	43,829	-0.1%	$1.7M	0.0%	$24.31	0
2024-Q2	Decreased	43,849	-4.6%	$1.6M	0.0%	$22.89	0
2024-Q1	Decreased	45,960	-35.8%	$1.7M	0.0%	$23.22	0
2023-Q4	Increased	71,634	+2.4%	$2.4M	0.0%	$21.03	27
2023-Q3	Increased	69,964	+0.4%	$2.1M	0.0%	$18.56	26
2023-Q2	Decreased	69,712	-15.1%	$2.2M	0.0%	$19.35	0
2023-Q1	Increased	82,136	+45.1%	$2.4M	0.0%	$17.84	35
2022-Q4	Increased	56,591	+7.2%	$1.5M	0.0%	$17.01	27
2022-Q3	Increased	52,770	+5.6%	$1.3M	0.0%	$15.60	27
2022-Q2	New	49,987	-	$1.3M	0.0%	$16.41	35

CHGX13 quarters

CHGX
13 quarters