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Kestra Advisory Services’s AXS Change Finance ESG ETF CHGX Stock Holding History

Kestra Advisory Services’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
-1,020
Closed -$27.7K – 3327
2025
Q4 		$27.7K Buy
+1,020
New +$27.9K ﹤0.01% 4336

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 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 $232M AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
Cambridge Investment Research Advisors
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
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Kestra Advisory Services's CHGX Position: Q1 2026 in Review

Kestra Advisory Services sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2026, closing a stake of 1,020 shares — an estimated $27.7K sold.

Kestra Advisory Services first reported a position in CHGX in Q4 2025 and held it in 1 quarter. The position peaked at $27.7K in Q4 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Kestra Advisory Services reported no remaining AXS Change Finance ESG ETF position as of Q1 2026 after selling out during the quarter.
  • Kestra Advisory Services sold 1,020 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $27.7K.
  • Kestra Advisory Services first reported a position in AXS Change Finance ESG ETF in Q4 2025 and held it in 1 quarter.
  • Kestra Advisory Services's AXS Change Finance ESG ETF position peaked at $27.7K in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Kestra Advisory Services's 13F filing for Q1 2026, filed 30 Apr 2026.