Cambridge Investment Research Advisors
CHGX icon

Cambridge Investment Research Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History

Cambridge Investment Research Advisors’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 		$2.7M Buy
81,441
+8,734
+12% +$271K 0.01% 1448
2026
Q1 		$1.95M Buy
72,707
+4,546
+7% +$126K 0.01% 1610
2025
Q4 		$1.85M Buy
68,161
+10,593
+18% +$290K ﹤0.01% 1599
2025
Q3 		$1.57M Sell
57,568
-1,166
-2% -$31K ﹤0.01% 1694
2025
Q2 		$1.53M Buy
+58,734
New +$1.42M ﹤0.01% 1633

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cambridge Investment Research Advisors's CHGX Position: Q2 2026 in Review

Cambridge Investment Research Advisors increased its AXS Change Finance ESG ETF (CHGX) stake by 12% in Q2 2026, buying an estimated $271K and bringing the position to 81,441 shares worth $2.7M. The position accounts for 0.01% of the portfolio, ranked #1448.

Cambridge Investment Research Advisors first reported a position in CHGX in Q2 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Cambridge Investment Research Advisors held 81,441 shares of AXS Change Finance ESG ETF worth $2.7M as of Q2 2026.
  • Cambridge Investment Research Advisors bought 8,734 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $271K.
  • AXS Change Finance ESG ETF made up 0.01% of Cambridge Investment Research Advisors's portfolio in Q2 2026, its #1448 holding.
  • Cambridge Investment Research Advisors first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.