AssetMark Inc
CHGX icon

AssetMark Inc’s AXS Change Finance ESG ETF CHGX Stock Holding History

AssetMark Inc’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
Q1 		$73.6K Sell
2,743
-1,653
-38% -$45.9K ﹤0.01% 1638
2025
Q4 		$120K Sell
4,396
-557
-11% -$15.2K ﹤0.01% 1437
2025
Q3 		$135K Buy
+4,953
New +$132K ﹤0.01% 1351

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

AssetMark Inc's CHGX Position: Q1 2026 in Review

AssetMark Inc reduced its AXS Change Finance ESG ETF (CHGX) stake by 38% in Q1 2026, selling an estimated $45.9K and leaving 2,743 shares worth $73.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1638.

AssetMark Inc first reported a position in CHGX in Q3 2025 and has held it in 3 quarters since. The position peaked at $135K in Q3 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • AssetMark Inc held 2,743 shares of AXS Change Finance ESG ETF worth $73.6K as of Q1 2026.
  • AssetMark Inc sold 1,653 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $45.9K.
  • AXS Change Finance ESG ETF made up ﹤0.01% of AssetMark Inc's portfolio in Q1 2026, its #1638 holding.
  • AssetMark Inc first reported a position in AXS Change Finance ESG ETF in Q3 2025 and has held it in 3 quarters since.
  • AssetMark Inc's AXS Change Finance ESG ETF position peaked at $135K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on AssetMark Inc's 13F filing for Q1 2026, filed 6 May 2026.