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
2025 Q2	–	Sell	-345	Closed	-$13K	–	5392
2025 Q1	$13K	Buy	+345	New	+$13.3K	﹤0.01%	3981
2024 Q2	–	Sell	-1,172	Closed	-$43K	–	5093
2024 Q1	$43K	Hold	1,172	–	–	﹤0.01%	2408
2023 Q4	$39K	Hold	1,172	–	–	﹤0.01%	2337
2023 Q3	$35K	Hold	1,172	–	–	﹤0.01%	2314
2023 Q2	$37K	Buy	+1,172	New	+$34.5K	﹤0.01%	2220

Other funds holding CHGX

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Carson Wealth (CWM LLC)'s CHGX Position: Q2 2025 in Review

Carson Wealth (CWM LLC) sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 345 shares — an estimated $13K sold.

Carson Wealth (CWM LLC) first reported a position in CHGX in Q2 2023 and held it in 5 quarters. The position peaked at $43K in Q1 2024. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.

Carson Wealth (CWM LLC) reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
Carson Wealth (CWM LLC) sold 345 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $13K.
Carson Wealth (CWM LLC) first reported a position in AXS Change Finance ESG ETF in Q2 2023 and held it in 5 quarters.
Carson Wealth (CWM LLC)'s AXS Change Finance ESG ETF position peaked at $43K in Q1 2024.
1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q2 2025, filed 25 Jul 2025.