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
Q2 		$1.72M Buy
51,848
+21,006
+68% +$651K ﹤0.01% 3262
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 $2.58B 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

Envestnet Asset Management's CHGX Position: Q2 2026 in Review

Envestnet Asset Management increased its AXS Change Finance ESG ETF (CHGX) stake by 68% in Q2 2026, buying an estimated $651K and bringing the position to 51,848 shares worth $1.72M. The position accounts for ﹤0.01% of the portfolio, ranked #3262.

Envestnet Asset Management first reported a position in CHGX in Q2 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Envestnet Asset Management held 51,848 shares of AXS Change Finance ESG ETF worth $1.72M as of Q2 2026.
  • Envestnet Asset Management bought 21,006 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $651K.
  • AXS Change Finance ESG ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #3262 holding.
  • Envestnet Asset Management first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.