CCM
CHGX

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
Q1 		– Sell
-175,755
Closed -$4.78M – 110
2025
Q4 		$4.78M Sell
175,755
-4,022
-2% -$109K 1.79% 19
2025
Q3 		$4.91M Hold
179,777
– – 1.9% 19
2025
Q2 		$4.69M Buy
179,777
+141,064
+364% +$5.05M 2.01% 17
2025
Q1 		$1.43M Sell
38,713
-31,679
-45% -$1.22M 0.66% 39
2024
Q4 		$2.67M Sell
70,392
-14,605
-17% -$571K 1.29% 29
2024
Q3 		$3.27M Sell
84,997
-1,956
-2% -$72.1K 1.62% 25
2024
Q2 		$3.14M Sell
86,953
-4,724
-5% -$168K 1.75% 22
2024
Q1 		$3.36M Buy
91,677
+964
+1% +$33.6K 1.95% 18
2023
Q4 		$3.01M Buy
90,713
+5,893
+7% +$182K 1.98% 20
2023
Q3 		$2.51M Buy
84,820
+2,828
+3% +$87.7K 1.9% 20
2023
Q2 		$2.56M Buy
81,992
+3,921
+5% +$115K 1.89% 20
2023
Q1 		$2.25M Buy
78,071
+40,879
+110% +$1.16M 1.75% 21
2022
Q4 		$1M Buy
37,192
+4,206
+13% +$114K 0.84% 31
2022
Q3 		$819K Buy
+32,986
New +$912K 0.71% 37

Other funds holding CHGX

SFP
Strategic Financial Planning Plano, Texas $171M AUM 17% 1-Year Est. Return

Colorado Capital Management's CHGX Position: Q1 2026 in Review

Colorado Capital Management sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2026, closing a stake of 175,755 shares — an estimated $4.78M sold.

Colorado Capital Management first reported a position in CHGX in Q3 2022 and held it in 14 quarters. The position peaked at $4.91M in Q3 2025. 1 fund tracked by Wall St. Rank holds CHGX as of Q1 2026.

  • Colorado Capital Management reported no remaining AXS Change Finance ESG ETF position as of Q1 2026 after selling out during the quarter.
  • Colorado Capital Management sold 175,755 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $4.78M.
  • Colorado Capital Management first reported a position in AXS Change Finance ESG ETF in Q3 2022 and held it in 14 quarters.
  • Colorado Capital Management's AXS Change Finance ESG ETF position peaked at $4.91M in Q3 2025.
  • 1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Colorado Capital Management's 13F filing for Q1 2026, filed 14 Apr 2026.