Steward Partners Investment Advisory’s AXS Change Finance ESG ETF CHGX Stock Holding History

Steward Partners Investment Advisory’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 Q2	–	Sell	-2,031	Closed	-$74.8K	–	4290
2025 Q1	$74.8K	Hold	2,031	–	–	﹤0.01%	2185
2024 Q4	$77.1K	Hold	2,031	–	–	﹤0.01%	2111
2024 Q3	$78.2K	Hold	2,031	–	–	﹤0.01%	2010
2024 Q2	$73.4K	Hold	2,031	–	–	﹤0.01%	1921
2024 Q1	$74.5K	Hold	2,031	–	–	﹤0.01%	1901
2023 Q4	$67.5K	Hold	2,031	–	–	﹤0.01%	1846
2023 Q3	$60.1K	Hold	2,031	–	–	﹤0.01%	1822
2023 Q2	$63.5K	Hold	2,031	–	–	﹤0.01%	1781
2023 Q1	$58.6K	Hold	2,031	–	–	﹤0.01%	1809
2022 Q4	$55.1K	Hold	2,031	–	–	﹤0.01%	1800
2022 Q3	$50K	Hold	2,031	–	–	﹤0.01%	1795
2022 Q2	$53K	Hold	2,031	–	–	﹤0.01%	1785
2022 Q1	$64K	Buy	+2,031	New	+$64.1K	﹤0.01%	1796

Other funds holding CHGX

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Steward Partners Investment Advisory's CHGX Position: Q2 2025 in Review

Steward Partners Investment Advisory sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 2,031 shares — an estimated $74.8K sold.

Steward Partners Investment Advisory first reported a position in CHGX in Q1 2022 and held it in 13 quarters. The position peaked at $78.2K in Q3 2024. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.

Steward Partners Investment Advisory reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
Steward Partners Investment Advisory sold 2,031 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $74.8K.
Steward Partners Investment Advisory first reported a position in AXS Change Finance ESG ETF in Q1 2022 and held it in 13 quarters.
Steward Partners Investment Advisory's AXS Change Finance ESG ETF position peaked at $78.2K in Q3 2024.
1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2025, filed 12 Aug 2025.