SFP
CHGX

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

Strategic Financial Planning’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 		$3.28M Buy
+68,186
New +$3.28M 1.92% 15

Strategic Financial Planning's CHGX Position: Q1 2026 in Review

Strategic Financial Planning opened a new position in AXS Change Finance ESG ETF (CHGX) in Q1 2026: 68,186 shares worth $3.28M. The stake represents 1.92% of the portfolio and ranks #15 among its holdings.

1 fund tracked by Wall St. Rank holds CHGX as of Q1 2026.

  • Strategic Financial Planning held 68,186 shares of AXS Change Finance ESG ETF worth $3.28M as of Q1 2026.
  • AXS Change Finance ESG ETF was a new Strategic Financial Planning position in Q1 2026.
  • AXS Change Finance ESG ETF made up 1.92% of Strategic Financial Planning's portfolio in Q1 2026, its #15 holding.
  • 1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Strategic Financial Planning's 13F filing for Q1 2026, filed 14 May 2026.