E
CHGX

ETFidea’s AXS Change Finance ESG ETF CHGX Stock Holding History

ETFidea’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
2024
Q3 		$618K Sell
16,058
-269
-2% -$9.92K 0.2% 65
2024
Q2 		$590K Buy
16,327
+2,520
+18% +$89.4K 0.2% 65
2024
Q1 		$506K Sell
13,807
-548
-4% -$19.1K 0.17% 70
2023
Q4 		$477K Buy
14,355
+574
+4% +$17.7K 0.18% 75
2023
Q3 		$408K Buy
13,781
+195
+1% +$6.05K 0.17% 77
2023
Q2 		$425K Sell
13,586
-615
-4% -$18.1K 0.17% 76
2023
Q1 		$410K Buy
14,201
+5,263
+59% +$149K 0.18% 77
2022
Q4 		$242K Sell
8,938
-379
-4% -$10.3K 0.11% 94
2022
Q3 		$231K Sell
9,317
-1,757
-16% -$48.6K 0.12% 95
2022
Q2 		$290K Buy
11,074
+188
+2% +$5.34K 0.14% 85
2022
Q1 		$342K Buy
+10,886
New +$344K 0.15% 82

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 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
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

ETFidea's CHGX Position: Q3 2024 in Review

ETFidea reduced its AXS Change Finance ESG ETF (CHGX) stake by 1.6% in Q3 2024, selling an estimated $9.92K and leaving 16,058 shares worth $618K. The position accounts for 0.2% of the portfolio, ranked #65.

ETFidea first reported a position in CHGX in Q1 2022 and has held it in 11 quarters since. 32 funds tracked by Wall St. Rank hold CHGX as of Q3 2024.

  • ETFidea held 16,058 shares of AXS Change Finance ESG ETF worth $618K as of Q3 2024.
  • ETFidea sold 269 AXS Change Finance ESG ETF shares in Q3 2024, an estimated $9.92K.
  • AXS Change Finance ESG ETF made up 0.2% of ETFidea's portfolio in Q3 2024, its #65 holding.
  • ETFidea first reported a position in AXS Change Finance ESG ETF in Q1 2022 and has held it in 11 quarters since.
  • 32 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q3 2024.

Based on ETFidea's 13F filing for Q3 2024, filed 8 Nov 2024.