Carson Wealth (CWM LLC)
CHGX icon

Carson Wealth (CWM LLC)’s AXS Change Finance ESG ETF CHGX Stock Holding History

Carson Wealth (CWM LLC)’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 		$14.4K Hold
536
– – ﹤0.01% 4618
2025
Q4 		$15K Hold
536
– – ﹤0.01% 4322
2025
Q3 		$15K Hold
536
– – ﹤0.01% 4260
2025
Q2 		$14K Buy
+536
New +$13K ﹤0.01% 4106

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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHGX Position: Q1 2026 in Review

Carson Wealth (CWM LLC) held its AXS Change Finance ESG ETF (CHGX) position steady in Q1 2026 at 536 shares worth $14.4K. The position accounts for ﹤0.01% of the portfolio, ranked #4618.

Carson Wealth (CWM LLC) first reported a position in CHGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $15K in Q4 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Carson Wealth (CWM LLC) held 536 shares of AXS Change Finance ESG ETF worth $14.4K as of Q1 2026.
  • Carson Wealth (CWM LLC) left its AXS Change Finance ESG ETF share count unchanged in Q1 2026.
  • AXS Change Finance ESG ETF made up ﹤0.01% of Carson Wealth (CWM LLC)'s portfolio in Q1 2026, its #4618 holding.
  • Carson Wealth (CWM LLC) first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 4 quarters since.
  • Carson Wealth (CWM LLC)'s AXS Change Finance ESG ETF position peaked at $15K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q1 2026, filed 14 May 2026.