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LaSalle St. Investment Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History

LaSalle St. Investment 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
2026
Q1 		$1.03M Sell
38,249
-379
-1% -$10.5K 0.14% 124
2025
Q4 		$1.05M Buy
38,628
+7,361
+24% +$202K 0.17% 95
2025
Q3 		$853K Buy
+31,267
New +$831K 0.15% 111

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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 $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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

LaSalle St. Investment Advisors's CHGX Position: Q1 2026 in Review

LaSalle St. Investment Advisors reduced its AXS Change Finance ESG ETF (CHGX) stake by 0.98% in Q1 2026, selling an estimated $10.5K and leaving 38,249 shares worth $1.03M. The position accounts for 0.14% of the portfolio, ranked #124.

LaSalle St. Investment Advisors first reported a position in CHGX in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.05M in Q4 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • LaSalle St. Investment Advisors held 38,249 shares of AXS Change Finance ESG ETF worth $1.03M as of Q1 2026.
  • LaSalle St. Investment Advisors sold 379 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $10.5K.
  • AXS Change Finance ESG ETF made up 0.14% of LaSalle St. Investment Advisors's portfolio in Q1 2026, its #124 holding.
  • LaSalle St. Investment Advisors first reported a position in AXS Change Finance ESG ETF in Q3 2025 and has held it in 3 quarters since.
  • LaSalle St. Investment Advisors's AXS Change Finance ESG ETF position peaked at $1.05M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on LaSalle St. Investment Advisors's 13F filing for Q1 2026, filed 8 May 2026.