Creative Planning
CHGX icon

Creative Planning’s AXS Change Finance ESG ETF CHGX Stock Holding History

Creative Planning’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 		$243K Buy
+7,323
New +$227K ﹤0.01% 3739
2025
Q4 		– Sell
-8,041
Closed -$220K – 3933
2025
Q3 		$220K Hold
8,041
– – ﹤0.01% 3393
2025
Q2 		$210K Buy
+8,041
New +$195K ﹤0.01% 3181

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
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
SC
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
WA
Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Creative Planning's CHGX Position: Q2 2026 in Review

Creative Planning opened a new position in AXS Change Finance ESG ETF (CHGX) in Q2 2026: 7,323 shares worth $243K. The stake represents ﹤0.01% of the portfolio and ranks #3739 among its holdings. This is a return to the name: Creative Planning previously reported a position in CHGX as recently as Q3 2025.

Creative Planning first reported a position in CHGX in Q2 2025 and has held it in 3 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Creative Planning held 7,323 shares of AXS Change Finance ESG ETF worth $243K as of Q2 2026.
  • AXS Change Finance ESG ETF was a new Creative Planning position in Q2 2026.
  • AXS Change Finance ESG ETF made up ﹤0.01% of Creative Planning's portfolio in Q2 2026, its #3739 holding.
  • Creative Planning first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 3 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Creative Planning's 13F filing for Q2 2026, filed 13 Aug 2026.