Commonwealth Equity Services
CHGX icon

Commonwealth Equity Services’s AXS Change Finance ESG ETF CHGX Stock Holding History

Commonwealth Equity Services’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 		$2.06M Sell
76,840
-3,064
-4% -$85K ﹤0.01% 1983
2025
Q4 		$2.17M Sell
79,904
-6,472
-7% -$177K ﹤0.01% 1900
2025
Q3 		$2.36M Sell
86,376
-4,708
-5% -$125K ﹤0.01% 1872
2025
Q2 		$2.38M Buy
+91,084
New +$2.2M ﹤0.01% 1856

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Commonwealth Equity Services's CHGX Position: Q1 2026 in Review

Commonwealth Equity Services reduced its AXS Change Finance ESG ETF (CHGX) stake by 3.8% in Q1 2026, selling an estimated $85K and leaving 76,840 shares worth $2.06M. The position accounts for ﹤0.01% of the portfolio, ranked #1983.

Commonwealth Equity Services first reported a position in CHGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.38M in Q2 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Commonwealth Equity Services held 76,840 shares of AXS Change Finance ESG ETF worth $2.06M as of Q1 2026.
  • Commonwealth Equity Services sold 3,064 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $85K.
  • AXS Change Finance ESG ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q1 2026, its #1983 holding.
  • Commonwealth Equity Services first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 4 quarters since.
  • Commonwealth Equity Services's AXS Change Finance ESG ETF position peaked at $2.38M in Q2 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Commonwealth Equity Services's 13F filing for Q1 2026, filed 27 Apr 2026.