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 Q3	$1.75M	Buy	53,162 +372	+0.7%	+$12.3K	﹤0.01%	3945
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

Natural Investments Windsor, California $471M AUM 21.91% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

First Affirmative Financial Network Colorado Springs, Colorado $456M AUM

Quent Capital New York $1.67B AUM 19.79% 1-Year Est. Return

Moss Adams Wealth Advisors Seattle, Washington $1.53B AUM 19.03% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Rossby Financial Melbourne, Florida $673M AUM 21.47% 1-Year Est. Return

Creative Planning Overland Park, Kansas $179B AUM 16.96% 1-Year Est. Return

LPL Financial's CHGX Position: Q3 2026 in Review

LPL Financial increased its AXS Change Finance ESG ETF (CHGX) stake by 0.7% in Q3 2026, buying an estimated $12.3K and bringing the position to 53,162 shares worth $1.75M. The position accounts for ﹤0.01% of the portfolio, ranked #3945.

LPL Financial first reported a position in CHGX in Q2 2025 and has held it in 6 quarters since. The position peaked at $1.83M in Q4 2025. 19 funds tracked by Wall St. Rank hold CHGX as of Q3 2026.

LPL Financial held 53,162 shares of AXS Change Finance ESG ETF worth $1.75M as of Q3 2026.
LPL Financial bought 372 AXS Change Finance ESG ETF shares in Q3 2026, an estimated $12.3K.
AXS Change Finance ESG ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #3945 holding.
LPL Financial first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 6 quarters since.
LPL Financial's AXS Change Finance ESG ETF position peaked at $1.83M in Q4 2025.
19 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.