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

Rossby 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
2026
Q2 		$258K Buy
7,774
+319
+4% +$9.88K 0.05% 334
2026
Q1 		$202K Buy
7,455
+78
+1% +$2.17K 0.04% 378
2025
Q4 		$201K Hold
7,377
– – 0.06% 277
2025
Q3 		$203K Buy
7,377
+1,616
+28% +$42.9K 0.07% 275
2025
Q2 		$150K Hold
5,761
– – 0.06% 305
2025
Q1 		$135K Buy
+5,761
New +$142K 0.06% 298

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

Rossby Financial's CHGX Position: Q2 2026 in Review

Rossby Financial increased its AXS Change Finance ESG ETF (CHGX) stake by 4.3% in Q2 2026, buying an estimated $9.88K and bringing the position to 7,774 shares worth $258K. The position accounts for 0.05% of the portfolio, ranked #334.

Rossby Financial first reported a position in CHGX in Q1 2025 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Rossby Financial held 7,774 shares of AXS Change Finance ESG ETF worth $258K as of Q2 2026.
  • Rossby Financial bought 319 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $9.88K.
  • AXS Change Finance ESG ETF made up 0.05% of Rossby Financial's portfolio in Q2 2026, its #334 holding.
  • Rossby Financial first reported a position in AXS Change Finance ESG ETF in Q1 2025 and has held it in 6 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.