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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
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 $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
SC
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
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 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

Rossby Financial's CHGX Position: Q1 2026 in Review

Rossby Financial increased its AXS Change Finance ESG ETF (CHGX) stake by 1.1% in Q1 2026, buying an estimated $2.17K and bringing the position to 7,455 shares worth $202K. The position accounts for 0.04% of the portfolio, ranked #378.

Rossby Financial first reported a position in CHGX in Q1 2025 and has held it in 5 quarters since. The position peaked at $203K in Q3 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Rossby Financial held 7,455 shares of AXS Change Finance ESG ETF worth $202K as of Q1 2026.
  • Rossby Financial bought 78 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $2.17K.
  • AXS Change Finance ESG ETF made up 0.04% of Rossby Financial's portfolio in Q1 2026, its #378 holding.
  • Rossby Financial first reported a position in AXS Change Finance ESG ETF in Q1 2025 and has held it in 5 quarters since.
  • Rossby Financial's AXS Change Finance ESG ETF position peaked at $203K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.