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Denver Wealth Management’s AXS Change Finance ESG ETF CHGX Stock Holding History

Denver Wealth 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
-11,402
Closed -$310K – 103
2025
Q4 		$310K Sell
11,402
-418
-4% -$11.4K 0.11% 70
2025
Q3 		$323K Sell
11,820
-191
-2% -$5.08K 0.12% 71
2025
Q2 		$313K Buy
+12,011
New +$291K 0.13% 69

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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 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

Denver Wealth Management's CHGX Position: Q1 2026 in Review

Denver Wealth Management sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2026, closing a stake of 11,402 shares — an estimated $310K sold.

Denver Wealth Management first reported a position in CHGX in Q2 2025 and held it in 3 quarters. The position peaked at $323K in Q3 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Denver Wealth Management reported no remaining AXS Change Finance ESG ETF position as of Q1 2026 after selling out during the quarter.
  • Denver Wealth Management sold 11,402 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $310K.
  • Denver Wealth Management first reported a position in AXS Change Finance ESG ETF in Q2 2025 and held it in 3 quarters.
  • Denver Wealth Management's AXS Change Finance ESG ETF position peaked at $323K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Denver Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.