Golden State Equity Partners’s AXS Change Finance ESG ETF CHGX Stock Holding History

Golden State Equity Partners’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	$63.7K	Buy	+2,376	New	+$65.9K	﹤0.01%	838

Other funds holding CHGX

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

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

Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

Golden State Equity Partners's CHGX Position: Q1 2026 in Review

Golden State Equity Partners opened a new position in AXS Change Finance ESG ETF (CHGX) in Q1 2026: 2,376 shares worth $63.7K. The stake represents ﹤0.01% of the portfolio and ranks #838 among its holdings.

44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

Golden State Equity Partners held 2,376 shares of AXS Change Finance ESG ETF worth $63.7K as of Q1 2026.
AXS Change Finance ESG ETF was a new Golden State Equity Partners position in Q1 2026.
AXS Change Finance ESG ETF made up ﹤0.01% of Golden State Equity Partners's portfolio in Q1 2026, its #838 holding.
44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Golden State Equity Partners's 13F filing for Q1 2026, filed 28 Apr 2026.