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Modern Wealth Management’s AXS Change Finance ESG ETF CHGX Stock Holding History

Modern Wealth Management’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 		$546K Buy
+16,451
New +$510K 0.01% 692

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

Modern Wealth Management's CHGX Position: Q2 2026 in Review

Modern Wealth Management opened a new position in AXS Change Finance ESG ETF (CHGX) in Q2 2026: 16,451 shares worth $546K. The stake represents 0.01% of the portfolio and ranks #692 among its holdings.

44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Modern Wealth Management held 16,451 shares of AXS Change Finance ESG ETF worth $546K as of Q2 2026.
  • AXS Change Finance ESG ETF was a new Modern Wealth Management position in Q2 2026.
  • AXS Change Finance ESG ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #692 holding.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Modern Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.