New Insight Wealth Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History

New Insight Wealth Advisors’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	$202K	Buy	+6,073	New	+$188K	0.06%	118

Other funds holding CHGX

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

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

Moss Adams Wealth Advisors Seattle, Washington $1.6B AUM 28.24% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wedbush Securities Los Angeles, California $3.88B AUM 32.38% 1-Year Est. Return

TFC Financial Management Boston, Massachusetts $902M AUM 21.74% 1-Year Est. Return

New Insight Wealth Advisors's CHGX Position: Q2 2026 in Review

New Insight Wealth Advisors opened a new position in AXS Change Finance ESG ETF (CHGX) in Q2 2026: 6,073 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #118 among its holdings.

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

New Insight Wealth Advisors held 6,073 shares of AXS Change Finance ESG ETF worth $202K as of Q2 2026.
AXS Change Finance ESG ETF was a new New Insight Wealth Advisors position in Q2 2026.
AXS Change Finance ESG ETF made up 0.06% of New Insight Wealth Advisors's portfolio in Q2 2026, its #118 holding.
13 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on New Insight Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.