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Private Advisor Group’s AXS Change Finance ESG ETF CHGX Stock Holding History

Private Advisor Group’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 		– Sell
-70,947
Closed -$1.9M – 2578
2026
Q1 		$1.9M Sell
70,947
-1,305
-2% -$36.2K 0.01% 1082
2025
Q4 		$1.96M Sell
72,252
-283
-0.4% -$7.75K 0.01% 1047
2025
Q3 		$1.98M Sell
72,535
-11,521
-14% -$306K 0.01% 1025
2025
Q2 		$2.19M Buy
84,056
+45,454
+118% +$1.1M 0.01% 923
2025
Q1 		$915K Sell
38,602
-30,129
-44% -$745K 0.01% 1291
2024
Q4 		$1.68M Buy
+68,731
New +$1.74M 0.01% 958

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

Private Advisor Group's CHGX Position: Q2 2026 in Review

Private Advisor Group sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2026, closing a stake of 70,947 shares — an estimated $1.9M sold.

Private Advisor Group first reported a position in CHGX in Q4 2024 and held it in 6 quarters. The position peaked at $2.19M in Q2 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Private Advisor Group reported no remaining AXS Change Finance ESG ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 70,947 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $1.9M.
  • Private Advisor Group first reported a position in AXS Change Finance ESG ETF in Q4 2024 and held it in 6 quarters.
  • Private Advisor Group's AXS Change Finance ESG ETF position peaked at $2.19M in Q2 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.