Pathstone Holdings
CHGX icon

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

Pathstone 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 		$902K Hold
27,164
– – ﹤0.01% 1560
2026
Q1 		$729K Sell
27,164
-628
-2% -$17.4K ﹤0.01% 1565
2025
Q4 		$756K Hold
27,792
– – ﹤0.01% 1560
2025
Q3 		$759K Buy
27,792
+8,556
+44% +$227K ﹤0.01% 1563
2025
Q2 		$501K Buy
+19,236
New +$466K ﹤0.01% 1718

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

Pathstone Holdings's CHGX Position: Q2 2026 in Review

Pathstone Holdings held its AXS Change Finance ESG ETF (CHGX) position steady in Q2 2026 at 27,164 shares worth $902K. The position accounts for ﹤0.01% of the portfolio, ranked #1560.

Pathstone Holdings first reported a position in CHGX in Q2 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Pathstone Holdings held 27,164 shares of AXS Change Finance ESG ETF worth $902K as of Q2 2026.
  • Pathstone Holdings left its AXS Change Finance ESG ETF share count unchanged in Q2 2026.
  • AXS Change Finance ESG ETF made up ﹤0.01% of Pathstone Holdings's portfolio in Q2 2026, its #1560 holding.
  • Pathstone Holdings first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

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