Colorado Capital Management’s AXS Change Finance ESG ETF CHGX Stock Holding History

Colorado Capital Management’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	$5.25M	Sell	157,978 -4,368	-3%	-$135K	1.79%	18
2026 Q1	$4.35M	Buy	+162,346	New	+$4.51M	1.62%	22
2025 Q2	–	Sell	-127,439	Closed	-$3.02M	–	101
2025 Q1	$3.02M	Buy	+127,439	New	+$3.15M	1.41%	28

Other funds holding CHGX

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

MAWA

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

NIWA

New Insight Wealth Advisors San Ramon, California $339M AUM 28.36% 1-Year Est. Return

TFM

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

Colorado Capital Management's CHGX Position: Q2 2026 in Review

Colorado Capital Management reduced its AXS Change Finance ESG ETF (CHGX) stake by 2.7% in Q2 2026, selling an estimated $135K and leaving 157,978 shares worth $5.25M. The position accounts for 1.79% of the portfolio, ranked #18.

Colorado Capital Management first reported a position in CHGX in Q1 2025 and has held it in 3 quarters since. 13 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

Colorado Capital Management held 157,978 shares of AXS Change Finance ESG ETF worth $5.25M as of Q2 2026.
Colorado Capital Management sold 4,368 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $135K.
AXS Change Finance ESG ETF made up 1.79% of Colorado Capital Management's portfolio in Q2 2026, its #18 holding.
Colorado Capital Management first reported a position in AXS Change Finance ESG ETF in Q1 2025 and has held it in 3 quarters since.
13 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Colorado Capital Management's 13F filing for Q2 2026, filed 8 Jul 2026.