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 Q2	$2.36M	Sell	71,013 -5,827	-8%	-$181K	﹤0.01%	1964
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

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

WWA

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

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

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

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Commonwealth Equity Services's CHGX Position: Q2 2026 in Review

Commonwealth Equity Services reduced its AXS Change Finance ESG ETF (CHGX) stake by 7.6% in Q2 2026, selling an estimated $181K and leaving 71,013 shares worth $2.36M. The position accounts for ﹤0.01% of the portfolio, ranked #1964.

Commonwealth Equity Services first reported a position in CHGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $2.38M in Q2 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

Commonwealth Equity Services held 71,013 shares of AXS Change Finance ESG ETF worth $2.36M as of Q2 2026.
Commonwealth Equity Services sold 5,827 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $181K.
AXS Change Finance ESG ETF made up ﹤0.01% of Commonwealth Equity Services's portfolio in Q2 2026, its #1964 holding.
Commonwealth Equity Services first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 5 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 Q2 2026.

Based on Commonwealth Equity Services's 13F filing for Q2 2026, filed 29 Jul 2026.