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 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

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

WIA

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

CCM

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 Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Private Advisor Group's CHGX Position: Q1 2026 in Review

Private Advisor Group reduced its AXS Change Finance ESG ETF (CHGX) stake by 1.8% in Q1 2026, selling an estimated $36.2K and leaving 70,947 shares worth $1.9M. The position accounts for 0.01% of the portfolio, ranked #1082.

Private Advisor Group first reported a position in CHGX in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.19M in Q2 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

Private Advisor Group held 70,947 shares of AXS Change Finance ESG ETF worth $1.9M as of Q1 2026.
Private Advisor Group sold 1,305 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $36.2K.
AXS Change Finance ESG ETF made up 0.01% of Private Advisor Group's portfolio in Q1 2026, its #1082 holding.
Private Advisor Group first reported a position in AXS Change Finance ESG ETF in Q4 2024 and has held it in 6 quarters since.
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 Q1 2026.

Based on Private Advisor Group's 13F filing for Q1 2026, filed 27 Apr 2026.