JY
CHGX

Jeff Yass’s AXS Change Finance ESG ETF CHGX Stock Holding History

Jeff Yass’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
Q1 		– Sell
-5,957
Closed -$226K – 13822
2024
Q4 		$226K Sell
5,957
-20,073
-77% -$785K ﹤0.01% 10453
2024
Q3 		$1M Buy
26,030
+962
+4% +$35.5K ﹤0.01% 6776
2024
Q2 		$906K Buy
25,068
+5,351
+27% +$190K ﹤0.01% 6821
2024
Q1 		$723K Buy
19,717
+4,451
+29% +$155K ﹤0.01% 7630
2023
Q4 		$507K Buy
+15,266
New +$472K ﹤0.01% 8631
2023
Q2 		– Sell
-16,763
Closed -$484K – 13774
2023
Q1 		$484K Sell
16,763
-7,531
-31% -$213K ﹤0.01% 8653
2022
Q4 		$659K Buy
+24,294
New +$657K ﹤0.01% 7163

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

Jeff Yass's CHGX Position: Q1 2025 in Review

Jeff Yass sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2025, closing a stake of 5,957 shares — an estimated $226K sold.

Jeff Yass first reported a position in CHGX in Q4 2022 and held it in 7 quarters. The position peaked at $1M in Q3 2024. 31 funds tracked by Wall St. Rank hold CHGX as of Q1 2025.

  • Jeff Yass reported no remaining AXS Change Finance ESG ETF position as of Q1 2025 after selling out during the quarter.
  • Jeff Yass sold 5,957 AXS Change Finance ESG ETF shares in Q1 2025, an estimated $226K.
  • Jeff Yass first reported a position in AXS Change Finance ESG ETF in Q4 2022 and held it in 7 quarters.
  • Jeff Yass's AXS Change Finance ESG ETF position peaked at $1M in Q3 2024.
  • 31 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2025.

Based on Susquehanna International Group's 13F filing for Q1 2025, filed 14 May 2025.