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
2025 Q2	–	Sell	-7,744	Closed	-$285K	–	93
2025 Q1	$285K	Sell	7,744 -1,750	-18%	-$67.2K	0.13%	72
2024 Q4	$360K	Buy	9,494 +52	+0.6%	+$2.03K	0.16%	60
2024 Q3	$363K	Sell	9,442 -337	-3%	-$12.4K	0.17%	61
2024 Q2	$354K	Buy	9,779 +2,538	+35%	+$90.1K	0.18%	60
2024 Q1	$266K	Sell	7,241 -425	-6%	-$14.8K	0.14%	70
2023 Q4	$255K	Sell	7,666 -55	-0.7%	-$1.7K	0.14%	65
2023 Q3	$229K	Buy	7,721 +308	+4%	+$9.55K	0.15%	64
2023 Q2	$232K	Hold	7,413	–	–	0.16%	62
2023 Q1	$214K	Buy	+7,413	New	+$209K	0.15%	72
2022 Q3	–	Sell	-8,767	Closed	-$230K	–	60
2022 Q2	$230K	Buy	+8,767	New	+$249K	0.24%	43
2021 Q4	$382K	Buy	+10,906	New	+$374K	0.37%	30

Other funds holding CHGX

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Denver Wealth Management's CHGX Position: Q2 2025 in Review

Denver Wealth Management sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 7,744 shares — an estimated $285K sold.

Denver Wealth Management first reported a position in CHGX in Q4 2021 and held it in 11 quarters. The position peaked at $382K in Q4 2021. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.

Denver Wealth Management reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
Denver Wealth Management sold 7,744 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $285K.
Denver Wealth Management first reported a position in AXS Change Finance ESG ETF in Q4 2021 and held it in 11 quarters.
Denver Wealth Management's AXS Change Finance ESG ETF position peaked at $382K in Q4 2021.
1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.

Based on Denver Wealth Management's 13F filing for Q2 2025, filed 13 Aug 2025.