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Aegis Wealth Management (Maryland)’s AXS Change Finance ESG ETF CHGX Stock Holding History

Aegis Wealth Management (Maryland)’s Portfolio CHGX Stock Details CHGX Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$468K Hold
14,096
– – 0.22% 88
2026
Q1 		$378K Hold
14,096
– – 0.22% 78
2025
Q4 		$383K Hold
14,096
– – 0.22% 76
2025
Q3 		$385K Buy
+14,096
New +$375K 0.21% 75

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $328M AUM 48.17% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Aegis Wealth Management (Maryland)'s CHGX Position: Q2 2026 in Review

Aegis Wealth Management (Maryland) held its AXS Change Finance ESG ETF (CHGX) position steady in Q2 2026 at 14,096 shares worth $468K. The position accounts for 0.22% of the portfolio, ranked #88.

Aegis Wealth Management (Maryland) first reported a position in CHGX in Q3 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Aegis Wealth Management (Maryland) held 14,096 shares of AXS Change Finance ESG ETF worth $468K as of Q2 2026.
  • Aegis Wealth Management (Maryland) left its AXS Change Finance ESG ETF share count unchanged in Q2 2026.
  • AXS Change Finance ESG ETF made up 0.22% of Aegis Wealth Management (Maryland)'s portfolio in Q2 2026, its #88 holding.
  • Aegis Wealth Management (Maryland) first reported a position in AXS Change Finance ESG ETF in Q3 2025 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Aegis Wealth Management (Maryland)'s 13F filing for Q2 2026, filed 7 Aug 2026.