HighTower Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History

HighTower Advisors’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
2025 Q2	–	Sell	-14,293	Closed	-$526K	–	4053
2025 Q1	$526K	Sell	14,293 -578	-4%	-$22.2K	﹤0.01%	2420
2024 Q4	$565K	Buy	14,871 +1,179	+9%	+$46.1K	﹤0.01%	2378
2024 Q3	$525K	Sell	13,692 -20	-0.1%	-$737	﹤0.01%	2366
2024 Q2	$497K	Sell	13,712 -866	-6%	-$30.7K	﹤0.01%	2329
2024 Q1	$536K	Sell	14,578 -2,209	-13%	-$77K	﹤0.01%	2234
2023 Q4	$561K	Sell	16,787 -1,537	-8%	-$47.5K	﹤0.01%	2236
2023 Q3	$540K	Buy	+18,324	New	+$568K	﹤0.01%	2188

Other funds holding CHGX

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

HighTower Advisors's CHGX Position: Q2 2025 in Review

HighTower Advisors sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 14,293 shares — an estimated $526K sold.

HighTower Advisors first reported a position in CHGX in Q3 2023 and held it in 7 quarters. The position peaked at $565K in Q4 2024. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.

HighTower Advisors reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
HighTower Advisors sold 14,293 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $526K.
HighTower Advisors first reported a position in AXS Change Finance ESG ETF in Q3 2023 and held it in 7 quarters.
HighTower Advisors's AXS Change Finance ESG ETF position peaked at $565K in Q4 2024.
1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.

Based on HighTower Advisors's 13F filing for Q2 2025, filed 11 Aug 2025.