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
2025 Q2	–	Sell	-265,028	Closed	-$9.76M	–	1135
2025 Q1	$9.76M	Sell	265,028 -3,757	-1%	-$144K	0.63%	24
2024 Q4	$10.2M	Buy	268,785 +2,794	+1%	+$109K	0.64%	20
2024 Q3	$10.2M	Buy	265,991 +41,334	+18%	+$1.52M	0.66%	17
2024 Q2	$8.12M	Buy	224,657 +5,373	+2%	+$191K	0.58%	22
2024 Q1	$8.04M	Buy	+219,284	New	+$7.64M	0.49%	36
2023 Q4	–	Sell	-160,462	Closed	-$4.75M	–	557
2023 Q3	$4.75M	Buy	160,462 +2,003	+1%	+$62.1K	0.89%	16
2023 Q2	$4.95M	Buy	158,459 +10,630	+7%	+$313K	0.88%	16
2023 Q1	$4.27M	Buy	+147,829	New	+$4.18M	0.87%	14

Other funds holding CHGX

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

PFG Investments's CHGX Position: Q2 2025 in Review

PFG Investments sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 265,028 shares — an estimated $9.76M sold.

PFG Investments first reported a position in CHGX in Q1 2023 and held it in 8 quarters. The position peaked at $10.2M in Q3 2024. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.

PFG Investments reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
PFG Investments sold 265,028 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $9.76M.
PFG Investments first reported a position in AXS Change Finance ESG ETF in Q1 2023 and held it in 8 quarters.
PFG Investments's AXS Change Finance ESG ETF position peaked at $10.2M in Q3 2024.
1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.

Based on PFG Investments's 13F filing for Q2 2025, filed 18 Jul 2025.