Raymond James Financial
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Raymond James Financial’s AXS Change Finance ESG ETF CHGX Stock Holding History

Raymond James Financial’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
Q3 		– Sell
-3,473
Closed -$90.5K – 5283
2025
Q2 		$90.5K Buy
+3,473
New +$84.1K ﹤0.01% 4924

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
WA
Westfuller Advisors New York $232M AUM 15.82% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
FAFN
First Affirmative Financial Network Colorado Springs, Colorado $258M AUM
LNWWM
Laird Norton Wetherby Wealth Management San Francisco, California $2.45B AUM

Raymond James Financial's CHGX Position: Q3 2025 in Review

Raymond James Financial sold out of AXS Change Finance ESG ETF (CHGX) in Q3 2025, closing a stake of 3,473 shares — an estimated $90.5K sold.

Raymond James Financial first reported a position in CHGX in Q2 2025 and held it in 1 quarter. The position peaked at $90.5K in Q2 2025. 41 funds tracked by Wall St. Rank hold CHGX as of Q3 2025.

  • Raymond James Financial reported no remaining AXS Change Finance ESG ETF position as of Q3 2025 after selling out during the quarter.
  • Raymond James Financial sold 3,473 AXS Change Finance ESG ETF shares in Q3 2025, an estimated $90.5K.
  • Raymond James Financial first reported a position in AXS Change Finance ESG ETF in Q2 2025 and held it in 1 quarter.
  • Raymond James Financial's AXS Change Finance ESG ETF position peaked at $90.5K in Q2 2025.
  • 41 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q3 2025.

Based on Raymond James Financial's 13F filing for Q3 2025, filed 14 Nov 2025.