O'Shaughnessy Asset Management’s AXS Change Finance ESG ETF CHGX Stock Holding History

O'Shaughnessy Asset Management’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	$1.53K	Buy	+57	New	+$1.58K	﹤0.01%	2571

Other funds holding CHGX

PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return

Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return

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

Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

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 San Diego, California $377B AUM 19.32% 1-Year Est. Return

O'Shaughnessy Asset Management's CHGX Position: Q1 2026 in Review

O'Shaughnessy Asset Management opened a new position in AXS Change Finance ESG ETF (CHGX) in Q1 2026: 57 shares worth $1.53K. The stake represents ﹤0.01% of the portfolio and ranks #2571 among its holdings.

44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

O'Shaughnessy Asset Management held 57 shares of AXS Change Finance ESG ETF worth $1.53K as of Q1 2026.
AXS Change Finance ESG ETF was a new O'Shaughnessy Asset Management position in Q1 2026.
AXS Change Finance ESG ETF made up ﹤0.01% of O'Shaughnessy Asset Management's portfolio in Q1 2026, its #2571 holding.
44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on O'Shaughnessy Asset Management's 13F filing for Q1 2026, filed 13 May 2026.