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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
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 $405M AUM 19.08% 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 $43.3B AUM 29.3% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Stance Capital's CHGX Position: Q1 2026 in Review

Stance Capital increased its AXS Change Finance ESG ETF (CHGX) stake by 2.4% in Q1 2026, buying an estimated $173K and bringing the position to 266,204 shares worth $7.14M. The position accounts for 3.46% of the portfolio, ranked #2.

Stance Capital first reported a position in CHGX in Q4 2024 and has held it in 6 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Stance Capital held 266,204 shares of AXS Change Finance ESG ETF worth $7.14M as of Q1 2026.
  • Stance Capital bought 6,248 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $173K.
  • AXS Change Finance ESG ETF made up 3.46% of Stance Capital's portfolio in Q1 2026, its #2 holding.
  • Stance Capital first reported a position in AXS Change Finance ESG ETF in Q4 2024 and has held it in 6 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Stance Capital's 13F filing for Q1 2026, filed 14 May 2026.