Envestnet Asset Management
CHGX icon

Envestnet Asset Management’s AXS Change Finance ESG ETF CHGX Stock Holding History

Envestnet Asset 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 		$827K Buy
30,842
+21,214
+220% +$589K ﹤0.01% 3587
2025
Q4 		$262K Sell
9,628
-23,430
-71% -$641K ﹤0.01% 4122
2025
Q3 		$903K Sell
33,058
-15,811
-32% -$420K ﹤0.01% 3387
2025
Q2 		$1.27M Buy
+48,869
New +$1.18M ﹤0.01% 3126

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

Envestnet Asset Management's CHGX Position: Q1 2026 in Review

Envestnet Asset Management increased its AXS Change Finance ESG ETF (CHGX) stake by 220% in Q1 2026, buying an estimated $589K and bringing the position to 30,842 shares worth $827K. The position accounts for ﹤0.01% of the portfolio, ranked #3587.

Envestnet Asset Management first reported a position in CHGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.27M in Q2 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Envestnet Asset Management held 30,842 shares of AXS Change Finance ESG ETF worth $827K as of Q1 2026.
  • Envestnet Asset Management bought 21,214 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $589K.
  • AXS Change Finance ESG ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q1 2026, its #3587 holding.
  • Envestnet Asset Management first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 4 quarters since.
  • Envestnet Asset Management's AXS Change Finance ESG ETF position peaked at $1.27M in Q2 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Envestnet Asset Management's 13F filing for Q1 2026, filed 4 May 2026.