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Natural Investments’s AXS Change Finance ESG ETF CHGX Stock Holding History

Natural Investments’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 		$8.44M Buy
314,876
+11,847
+4% +$329K 2.08% 8
2025
Q4 		$8.24M Buy
+303,029
New +$8.3M 2.05% 8
2025
Q3 		– Sell
-290,098
Closed -$7.56M – 244
2025
Q2 		$7.56M Buy
290,098
+149,401
+106% +$3.62M 1.96% 7
2025
Q1 		$3.34M Sell
140,697
-2,455
-2% -$60.7K 0.95% 21
2024
Q4 		$3.5M Buy
+143,152
New +$3.61M 0.97% 19

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Natural Investments's CHGX Position: Q1 2026 in Review

Natural Investments increased its AXS Change Finance ESG ETF (CHGX) stake by 3.9% in Q1 2026, buying an estimated $329K and bringing the position to 314,876 shares worth $8.44M. The position accounts for 2.08% of the portfolio, ranked #8.

Natural Investments first reported a position in CHGX in Q4 2024 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Natural Investments held 314,876 shares of AXS Change Finance ESG ETF worth $8.44M as of Q1 2026.
  • Natural Investments bought 11,847 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $329K.
  • AXS Change Finance ESG ETF made up 2.08% of Natural Investments's portfolio in Q1 2026, its #8 holding.
  • Natural Investments first reported a position in AXS Change Finance ESG ETF in Q4 2024 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Natural Investments's 13F filing for Q1 2026, filed 1 May 2026.