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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return

Stance Capital Boston, Massachusetts $328M AUM 48.17% 1-Year Est. Return

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

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.