Pathstone Holdings

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 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

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

World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return

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

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

Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return