Private Advisor Group’s AXS Change Finance ESG ETF CHGX Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-29,672
| Closed | -$1.09M | – | 2594 |
|
|
2025
Q1 | $1.09M | Sell |
29,672
-1,541
| -5% | -$59.2K | 0.01% | 1197 |
|
|
2024
Q4 | $1.19M | Sell |
31,213
-10,059
| -24% | -$394K | 0.01% | 1142 |
|
|
2024
Q3 | $1.59M | Buy |
41,272
+5,246
| +15% | +$193K | 0.01% | 1001 |
|
|
2024
Q2 | $1.3M | Buy |
36,026
+3,892
| +12% | +$138K | 0.01% | 1052 |
|
|
2024
Q1 | $1.18M | Sell |
32,134
-143
| -0.4% | -$4.98K | 0.01% | 1083 |
|
|
2023
Q4 | $1.07M | Sell |
32,277
-928
| -3% | -$28.7K | 0.01% | 1078 |
|
|
2023
Q3 | $983K | Buy |
33,205
+14,600
| +78% | +$453K | 0.01% | 1048 |
|
|
2023
Q2 | $595K | Sell |
18,605
-2,475
| -12% | -$72.8K | 0.01% | 1293 |
|
|
2023
Q1 | $609K | Buy |
21,080
+456
| +2% | +$12.9K | 0.01% | 1240 |
|
|
2022
Q4 | $559K | Buy |
20,624
+558
| +3% | +$15.1K | 0.03% | 539 |
|
|
2022
Q3 | $498K | Buy |
20,066
+1,676
| +9% | +$46.3K | 0.01% | 1236 |
|
|
2022
Q2 | $482K | Buy |
+18,390
| New | +$523K | ﹤0.01% | 1432 |
|
|
2022
Q1 | – | Sell |
-15,936
| Closed | -$558K | – | 2330 |
|
|
2021
Q4 | $558K | Sell |
15,936
-14,818
| -48% | -$509K | ﹤0.01% | 1395 |
|
|
2021
Q3 | $999K | Buy |
30,754
+15,514
| +102% | +$525K | 0.01% | 1204 |
|
|
2021
Q2 | $503K | Buy |
15,240
+1,284
| +9% | +$40.8K | ﹤0.01% | 1383 |
|
|
2021
Q1 | $421K | Buy |
13,956
+1,948
| +16% | +$57.6K | ﹤0.01% | 1394 |
|
|
2020
Q4 | $345K | Buy |
12,008
+2,211
| +23% | +$60.4K | ﹤0.01% | 1403 |
|
|
2020
Q3 | $229K | Hold |
9,797
| – | – | ﹤0.01% | 1353 |
|
|
2020
Q2 | $226K | Buy |
+9,797
| New | +$209K | ﹤0.01% | 1326 |
|
Other funds holding CHGX
Private Advisor Group's CHGX Position: Q2 2025 in Review
Private Advisor Group sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 29,672 shares — an estimated $1.09M sold.
Private Advisor Group first reported a position in CHGX in Q2 2020 and held it in 19 quarters. The position peaked at $1.59M in Q3 2024. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.
- Private Advisor Group reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
- Private Advisor Group sold 29,672 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $1.09M.
- Private Advisor Group first reported a position in AXS Change Finance ESG ETF in Q2 2020 and held it in 19 quarters.
- Private Advisor Group's AXS Change Finance ESG ETF position peaked at $1.59M in Q3 2024.
- 1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.
Based on Private Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.