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
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 $2.15B 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
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

Osaic Holdings's CHGX Position: Q1 2026 in Review

Osaic Holdings sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2026, closing a stake of 29,767 shares — an estimated $809K sold.

Osaic Holdings first reported a position in CHGX in Q2 2025 and held it in 3 quarters. The position peaked at $2.7M in Q2 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Osaic Holdings reported no remaining AXS Change Finance ESG ETF position as of Q1 2026 after selling out during the quarter.
  • Osaic Holdings sold 29,767 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $809K.
  • Osaic Holdings first reported a position in AXS Change Finance ESG ETF in Q2 2025 and held it in 3 quarters.
  • 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 Q1 2026.

Based on Osaic Holdings's 13F filing for Q1 2026, filed 15 May 2026.