Focus Partners Wealth
CHGX icon

Focus Partners Wealth’s AXS Change Finance ESG ETF CHGX Stock Holding History

Focus Partners Wealth’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 		$261K Hold
7,860
– – ﹤0.01% 2341
2026
Q1 		$211K Hold
7,860
– – ﹤0.01% 2392
2025
Q4 		$214K Hold
7,860
– – ﹤0.01% 2419
2025
Q3 		$215K Hold
7,860
– – ﹤0.01% 2021
2025
Q2 		$205K Buy
+7,860
New +$190K ﹤0.01% 1864

Other funds holding CHGX

PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Stance Capital
Stance Capital Boston, Massachusetts $328M AUM 48.17% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Westfuller Advisors
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
Seeds Investor
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Focus Partners Wealth's CHGX Position: Q2 2026 in Review

Focus Partners Wealth held its AXS Change Finance ESG ETF (CHGX) position steady in Q2 2026 at 7,860 shares worth $261K. The position accounts for ﹤0.01% of the portfolio, ranked #2341.

Focus Partners Wealth 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.

  • Focus Partners Wealth held 7,860 shares of AXS Change Finance ESG ETF worth $261K as of Q2 2026.
  • Focus Partners Wealth left its AXS Change Finance ESG ETF share count unchanged in Q2 2026.
  • AXS Change Finance ESG ETF made up ﹤0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #2341 holding.
  • Focus Partners Wealth 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 Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.