PI
CHGX
PFG Investments’s AXS Change Finance ESG ETF CHGX Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-265,028
| Closed | -$9.76M | – | 1135 |
|
|
2025
Q1 | $9.76M | Sell |
265,028
-3,757
| -1% | -$138K | 0.63% | 24 |
|
|
2024
Q4 | $10.2M | Buy |
268,785
+2,794
| +1% | +$106K | 0.64% | 20 |
|
|
2024
Q3 | $10.2M | Buy |
265,991
+41,334
| +18% | +$1.59M | 0.66% | 17 |
|
|
2024
Q2 | $8.12M | Buy |
224,657
+5,373
| +2% | +$194K | 0.58% | 22 |
|
|
2024
Q1 | $8.04M | Buy |
+219,284
| New | +$8.04M | 0.49% | 36 |
|
|
2023
Q4 | – | Sell |
-160,462
| Closed | -$4.75M | – | 557 |
|
|
2023
Q3 | $4.75M | Buy |
160,462
+2,003
| +1% | +$59.3K | 0.89% | 16 |
|
|
2023
Q2 | $4.95M | Buy |
158,459
+10,630
| +7% | +$332K | 0.88% | 16 |
|
|
2023
Q1 | $4.27M | Buy |
+147,829
| New | +$4.27M | 0.87% | 14 |
|