Cambridge Investment Research Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-33,230
| Closed | -$1.22M | – | 3796 |
|
|
2025
Q1 | $1.22M | Sell |
33,230
-570
| -2% | -$21.9K | ﹤0.01% | 1696 |
|
|
2024
Q4 | $1.28M | Sell |
33,800
-9
| -0% | -$352 | ﹤0.01% | 1672 |
|
|
2024
Q3 | $1.3M | Buy |
33,809
+2,570
| +8% | +$94.8K | ﹤0.01% | 1660 |
|
|
2024
Q2 | $1.13M | Sell |
31,239
-657
| -2% | -$23.3K | ﹤0.01% | 1679 |
|
|
2024
Q1 | $1.17M | Sell |
31,896
-4,729
| -13% | -$165K | ﹤0.01% | 1619 |
|
|
2023
Q4 | $1.22M | Sell |
36,625
-6,368
| -15% | -$197K | 0.01% | 1515 |
|
|
2023
Q3 | $1.27M | Sell |
42,993
-2,458
| -5% | -$76.2K | 0.01% | 1417 |
|
|
2023
Q2 | $1.42M | Sell |
45,451
-8,628
| -16% | -$254K | 0.01% | 1374 |
|
|
2023
Q1 | $1.56M | Sell |
54,079
-3,137
| -5% | -$88.7K | 0.01% | 1278 |
|
|
2022
Q4 | $1.55M | Sell |
57,216
-6,278
| -10% | -$170K | 0.01% | 1233 |
|
|
2022
Q3 | $1.58M | Sell |
63,494
-2,542
| -4% | -$70.3K | 0.01% | 1176 |
|
|
2022
Q2 | $1.73M | Buy |
66,036
+2,244
| +4% | +$63.8K | 0.01% | 1118 |
|
|
2022
Q1 | $2M | Buy |
63,792
+1,797
| +3% | +$56.7K | 0.01% | 1135 |
|
|
2021
Q4 | $2.17M | Buy |
61,995
+5,794
| +10% | +$199K | 0.01% | 1098 |
|
|
2021
Q3 | $1.83M | Buy |
56,201
+7,740
| +16% | +$262K | 0.01% | 1148 |
|
|
2021
Q2 | $1.6M | Buy |
48,461
+12,041
| +33% | +$383K | 0.01% | 1233 |
|
|
2021
Q1 | $1.1M | Buy |
36,420
+5,175
| +17% | +$153K | 0.01% | 1376 |
|
|
2020
Q4 | $897K | Buy |
31,245
+8,646
| +38% | +$236K | 0.01% | 1383 |
|
|
2020
Q3 | $577K | Sell |
22,599
-2,605
| -10% | -$64.4K | ﹤0.01% | 1521 |
|
|
2020
Q2 | $581K | Sell |
25,204
-4,855
| -16% | -$104K | ﹤0.01% | 1473 |
|
|
2020
Q1 | $558K | Buy |
30,059
+11,000
| +58% | +$244K | 0.01% | 1298 |
|
|
2019
Q4 | $444K | Buy |
19,059
+4,033
| +27% | +$90K | ﹤0.01% | 1663 |
|
|
2019
Q3 | $326K | Buy |
+15,026
| New | +$325K | ﹤0.01% | 1759 |
|
Other funds holding CHGX
Cambridge Investment Research Advisors's CHGX Position: Q2 2025 in Review
Cambridge Investment Research Advisors sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 33,230 shares — an estimated $1.22M sold.
Cambridge Investment Research Advisors first reported a position in CHGX in Q3 2019 and held it in 23 quarters. The position peaked at $2.17M in Q4 2021. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.
- Cambridge Investment Research Advisors reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
- Cambridge Investment Research Advisors sold 33,230 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $1.22M.
- Cambridge Investment Research Advisors first reported a position in AXS Change Finance ESG ETF in Q3 2019 and held it in 23 quarters.
- Cambridge Investment Research Advisors's AXS Change Finance ESG ETF position peaked at $2.17M in Q4 2021.
- 1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.
Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.