F8IS
CHGX icon

Figure 8 Investment Strategies’s AXS Change Finance ESG ETF CHGX Stock Holding History

Figure 8 Investment Strategies’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
-7,407
Closed -$201K – 57
2025
Q4 		$201K Sell
7,407
-19,364
-72% -$530K 0.18% 62
2025
Q3 		$731K Sell
26,771
-19,925
-43% -$529K 0.65% 49
2025
Q2 		$1.22M Buy
+46,696
New +$1.13M 1.19% 33

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
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 $275M AUM 24.54% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Figure 8 Investment Strategies's CHGX Position: Q1 2026 in Review

Figure 8 Investment Strategies sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2026, closing a stake of 7,407 shares — an estimated $201K sold.

Figure 8 Investment Strategies first reported a position in CHGX in Q2 2025 and held it in 3 quarters. The position peaked at $1.22M in Q2 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Figure 8 Investment Strategies reported no remaining AXS Change Finance ESG ETF position as of Q1 2026 after selling out during the quarter.
  • Figure 8 Investment Strategies sold 7,407 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $201K.
  • Figure 8 Investment Strategies first reported a position in AXS Change Finance ESG ETF in Q2 2025 and held it in 3 quarters.
  • Figure 8 Investment Strategies's AXS Change Finance ESG ETF position peaked at $1.22M in Q2 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Figure 8 Investment Strategies's 13F filing for Q1 2026, filed 23 Apr 2026.