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ORG Partners’s AXS Change Finance ESG ETF CHGX Stock Holding History

ORG Partners’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
2025
Q4 		$64.6K Sell
2,376
-1,232
-34% -$33.7K 0.01% 531
2025
Q3 		$98.5K Hold
3,608
– – 0.02% 460
2025
Q2 		$94.2K Buy
+3,608
New +$87.3K 0.02% 448

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 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
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
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return

ORG Partners's CHGX Position: Q4 2025 in Review

ORG Partners reduced its AXS Change Finance ESG ETF (CHGX) stake by 34% in Q4 2025, selling an estimated $33.7K and leaving 2,376 shares worth $64.6K. The position accounts for 0.01% of the portfolio, ranked #531.

ORG Partners first reported a position in CHGX in Q2 2025 and has held it in 3 quarters since. The position peaked at $98.5K in Q3 2025. 46 funds tracked by Wall St. Rank hold CHGX as of Q4 2025.

  • ORG Partners held 2,376 shares of AXS Change Finance ESG ETF worth $64.6K as of Q4 2025.
  • ORG Partners sold 1,232 AXS Change Finance ESG ETF shares in Q4 2025, an estimated $33.7K.
  • AXS Change Finance ESG ETF made up 0.01% of ORG Partners's portfolio in Q4 2025, its #531 holding.
  • ORG Partners first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 3 quarters since.
  • ORG Partners's AXS Change Finance ESG ETF position peaked at $98.5K in Q3 2025.
  • 46 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q4 2025.

Based on ORG Partners's 13F filing for Q4 2025, filed 14 Jan 2026.