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
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 $2.15B 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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

LPL Financial's CHGX Position: Q1 2026 in Review

LPL Financial reduced its AXS Change Finance ESG ETF (CHGX) stake by 1.4% in Q1 2026, selling an estimated $25.3K and leaving 66,399 shares worth $1.78M. The position accounts for ﹤0.01% of the portfolio, ranked #3633.

LPL Financial first reported a position in CHGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.83M in Q4 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • LPL Financial held 66,399 shares of AXS Change Finance ESG ETF worth $1.78M as of Q1 2026.
  • LPL Financial sold 913 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $25.3K.
  • AXS Change Finance ESG ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #3633 holding.
  • LPL Financial first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 4 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 Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.