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Stance Capital’s AXS Change Finance ESG ETF CHGX Stock Holding History

Stance Capital’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 		$9.04M Buy
272,253
+6,049
+2% +$187K 2.75% 3
2026
Q1 		$7.14M Buy
266,204
+6,248
+2% +$173K 3.46% 2
2025
Q4 		$7.07M Buy
259,956
+209,992
+420% +$5.75M 2.6% 2
2025
Q3 		$1.36M Sell
49,964
-156,922
-76% -$4.17M 0.5% 81
2025
Q2 		$5.39M Sell
206,886
-9,193
-4% -$223K 2.03% 2
2025
Q1 		$5.12M Hold
216,079
– – 3.79% 2
2024
Q4 		$5.28M Buy
+216,079
New +$5.46M 3.27% 3

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
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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Stance Capital's CHGX Position: Q2 2026 in Review

Stance Capital increased its AXS Change Finance ESG ETF (CHGX) stake by 2.3% in Q2 2026, buying an estimated $187K and bringing the position to 272,253 shares worth $9.04M. The position accounts for 2.75% of the portfolio, ranked #3.

Stance Capital first reported a position in CHGX in Q4 2024 and has held it in 7 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Stance Capital held 272,253 shares of AXS Change Finance ESG ETF worth $9.04M as of Q2 2026.
  • Stance Capital bought 6,049 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $187K.
  • AXS Change Finance ESG ETF made up 2.75% of Stance Capital's portfolio in Q2 2026, its #3 holding.
  • Stance Capital first reported a position in AXS Change Finance ESG ETF in Q4 2024 and has held it in 7 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Stance Capital's 13F filing for Q2 2026, filed 14 Aug 2026.