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PFG Investments’s AXS Change Finance ESG ETF CHGX Stock Holding History

PFG Investments’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 		$15.5M Buy
465,343
+39,635
+9% +$1.23M 0.6% 29
2026
Q1 		$11.4M Buy
425,708
+1,292
+0.3% +$35.9K 0.53% 30
2025
Q4 		$11.5M Buy
424,416
+22,829
+6% +$625K 0.54% 31
2025
Q3 		$11M Sell
401,587
-2,527
-0.6% -$67.1K 0.57% 28
2025
Q2 		$10.5M Buy
+404,114
New +$9.78M 0.62% 24

Other funds holding CHGX

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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

PFG Investments's CHGX Position: Q2 2026 in Review

PFG Investments increased its AXS Change Finance ESG ETF (CHGX) stake by 9.3% in Q2 2026, buying an estimated $1.23M and bringing the position to 465,343 shares worth $15.5M. The position accounts for 0.6% of the portfolio, ranked #29.

PFG Investments 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.

  • PFG Investments held 465,343 shares of AXS Change Finance ESG ETF worth $15.5M as of Q2 2026.
  • PFG Investments bought 39,635 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $1.23M.
  • AXS Change Finance ESG ETF made up 0.6% of PFG Investments's portfolio in Q2 2026, its #29 holding.
  • PFG Investments 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 PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.