LPL Financial’s AXS Change Finance ESG ETF CHGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-40,925
| Closed | -$1.51M | – | 5729 |
|
|
2025
Q1 | $1.51M | Sell |
40,925
-2,522
| -6% | -$96.9K | ﹤0.01% | 3203 |
|
|
2024
Q4 | $1.65M | Sell |
43,447
-382
| -0.9% | -$14.9K | ﹤0.01% | 3040 |
|
|
2024
Q3 | $1.69M | Sell |
43,829
-20
| -0% | -$737 | ﹤0.01% | 2894 |
|
|
2024
Q2 | $1.59M | Sell |
43,849
-2,111
| -5% | -$74.9K | ﹤0.01% | 2822 |
|
|
2024
Q1 | $1.69M | Sell |
45,960
-25,674
| -36% | -$895K | ﹤0.01% | 2691 |
|
|
2023
Q4 | $2.38M | Buy |
71,634
+1,670
| +2% | +$51.6K | ﹤0.01% | 2270 |
|
|
2023
Q3 | $2.07M | Buy |
69,964
+252
| +0.4% | +$7.82K | ﹤0.01% | 2259 |
|
|
2023
Q2 | $2.18M | Sell |
69,712
-12,424
| -15% | -$366K | ﹤0.01% | 2168 |
|
|
2023
Q1 | $2.37M | Buy |
82,136
+25,545
| +45% | +$722K | ﹤0.01% | 1998 |
|
|
2022
Q4 | $1.53M | Buy |
56,591
+3,821
| +7% | +$103K | ﹤0.01% | 2294 |
|
|
2022
Q3 | $1.31M | Buy |
52,770
+2,783
| +6% | +$76.9K | ﹤0.01% | 2328 |
|
|
2022
Q2 | $1.31M | Buy |
+49,987
| New | +$1.42M | ﹤0.01% | 2351 |
|
|
2022
Q1 | – | Sell |
-44,830
| Closed | -$1.57M | – | 4474 |
|
|
2021
Q4 | $1.57M | Buy |
44,830
+3,796
| +9% | +$130K | ﹤0.01% | 2273 |
|
|
2021
Q3 | $1.33M | Sell |
41,034
-303
| -0.7% | -$10.3K | ﹤0.01% | 2384 |
|
|
2021
Q2 | $1.36M | Buy |
41,337
+1,568
| +4% | +$49.8K | ﹤0.01% | 2308 |
|
|
2021
Q1 | $1.2M | Buy |
39,769
+780
| +2% | +$23K | ﹤0.01% | 2238 |
|
|
2020
Q4 | $1.12M | Sell |
38,989
-3,762
| -9% | -$103K | ﹤0.01% | 2095 |
|
|
2020
Q3 | $1.09M | Buy |
42,751
+7,549
| +21% | +$187K | ﹤0.01% | 1887 |
|
|
2020
Q2 | $811K | Buy |
35,202
+4,145
| +13% | +$88.6K | ﹤0.01% | 2001 |
|
|
2020
Q1 | $577K | Buy |
31,057
+10,449
| +51% | +$231K | ﹤0.01% | 2013 |
|
|
2019
Q4 | $480K | Buy |
20,608
+4,862
| +31% | +$109K | ﹤0.01% | 2412 |
|
|
2019
Q3 | $342K | Buy |
15,746
+810
| +5% | +$17.5K | ﹤0.01% | 2570 |
|
|
2019
Q2 | $321K | Buy |
+14,936
| New | +$312K | ﹤0.01% | 2641 |
|
Other funds holding CHGX
LPL Financial's CHGX Position: Q2 2025 in Review
LPL Financial sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 40,925 shares — an estimated $1.51M sold.
LPL Financial first reported a position in CHGX in Q2 2019 and held it in 23 quarters. The position peaked at $2.38M in Q4 2023. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.
- LPL Financial reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
- LPL Financial sold 40,925 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $1.51M.
- LPL Financial first reported a position in AXS Change Finance ESG ETF in Q2 2019 and held it in 23 quarters.
- LPL Financial's AXS Change Finance ESG ETF position peaked at $2.38M in Q4 2023.
- 1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.
Based on LPL Financial's 13F filing for Q2 2025, filed 12 Aug 2025.