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
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 $2.15B 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
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

Creative Planning's CHGX Position: Q4 2025 in Review

Creative Planning sold out of AXS Change Finance ESG ETF (CHGX) in Q4 2025, closing a stake of 8,041 shares — an estimated $220K sold.

Creative Planning first reported a position in CHGX in Q2 2025 and held it in 2 quarters. The position peaked at $220K in Q3 2025. 46 funds tracked by Wall St. Rank hold CHGX as of Q4 2025.

  • Creative Planning reported no remaining AXS Change Finance ESG ETF position as of Q4 2025 after selling out during the quarter.
  • Creative Planning sold 8,041 AXS Change Finance ESG ETF shares in Q4 2025, an estimated $220K.
  • Creative Planning first reported a position in AXS Change Finance ESG ETF in Q2 2025 and held it in 2 quarters.
  • Creative Planning's AXS Change Finance ESG ETF position peaked at $220K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q4 2025.

Based on Creative Planning's 13F filing for Q4 2025, filed 17 Feb 2026.