Osaic Holdings
CHGX icon

Osaic Holdings’s AXS Change Finance ESG ETF CHGX Stock Holding History

Osaic Holdings’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 		$1.01M Buy
+30,496
New +$945K ﹤0.01% 2990
2026
Q1 		– Sell
-29,767
Closed -$809K – 7852
2025
Q4 		$809K Buy
29,767
+77
+0.3% +$2.11K ﹤0.01% 2897
2025
Q3 		$811K Sell
29,690
-74,026
-71% -$1.97M ﹤0.01% 2991
2025
Q2 		$2.7M Buy
+103,716
New +$2.51M ﹤0.01% 1669

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

Osaic Holdings's CHGX Position: Q2 2026 in Review

Osaic Holdings opened a new position in AXS Change Finance ESG ETF (CHGX) in Q2 2026: 30,496 shares worth $1.01M. The stake represents ﹤0.01% of the portfolio and ranks #2990 among its holdings. This is a return to the name: Osaic Holdings previously reported a position in CHGX as recently as Q4 2025.

Osaic Holdings first reported a position in CHGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $2.7M in Q2 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Osaic Holdings held 30,496 shares of AXS Change Finance ESG ETF worth $1.01M as of Q2 2026.
  • AXS Change Finance ESG ETF was a new Osaic Holdings position in Q2 2026.
  • AXS Change Finance ESG ETF made up ﹤0.01% of Osaic Holdings's portfolio in Q2 2026, its #2990 holding.
  • Osaic Holdings first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 4 quarters since.
  • Osaic Holdings's AXS Change Finance ESG ETF position peaked at $2.7M in Q2 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.