LPL Financial
CHGX icon

LPL Financial’s AXS Change Finance ESG ETF CHGX Stock Holding History

LPL Financial’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
Q2 		$1.75M Sell
52,790
-13,609
-20% -$422K ﹤0.01% 3895
2026
Q1 		$1.78M Sell
66,399
-913
-1% -$25.3K ﹤0.01% 3633
2025
Q4 		$1.83M Buy
67,312
+3,316
+5% +$90.8K ﹤0.01% 3500
2025
Q3 		$1.75M Buy
63,996
+4,978
+8% +$132K ﹤0.01% 3440
2025
Q2 		$1.54M Buy
+59,018
New +$1.43M ﹤0.01% 3363

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $328M AUM 48.17% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

LPL Financial's CHGX Position: Q2 2026 in Review

LPL Financial reduced its AXS Change Finance ESG ETF (CHGX) stake by 20% in Q2 2026, selling an estimated $422K and leaving 52,790 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3895.

LPL Financial first reported a position in CHGX in Q2 2025 and has held it in 5 quarters since. The position peaked at $1.83M in Q4 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • LPL Financial held 52,790 shares of AXS Change Finance ESG ETF worth $1.75M as of Q2 2026.
  • LPL Financial sold 13,609 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $422K.
  • AXS Change Finance ESG ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #3895 holding.
  • LPL Financial first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • LPL Financial's AXS Change Finance ESG ETF position peaked at $1.83M in Q4 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.