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 Q2	–	Sell	-68,186	Closed	-$3.28M	–	69
2026 Q1	$3.28M	Buy	+68,186	New	+$3.28M	1.92%	15

Strategic Financial Planning's CHGX Position: Q2 2026 in Review

Strategic Financial Planning sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2026, closing a stake of 68,186 shares — an estimated $3.28M sold.

Strategic Financial Planning first reported a position in CHGX in Q1 2026 and held it in 1 quarter. The position peaked at $3.28M in Q1 2026. 0 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

Strategic Financial Planning reported no remaining AXS Change Finance ESG ETF position as of Q2 2026 after selling out during the quarter.
Strategic Financial Planning sold 68,186 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $3.28M.
Strategic Financial Planning first reported a position in AXS Change Finance ESG ETF in Q1 2026 and held it in 1 quarter.
Strategic Financial Planning's AXS Change Finance ESG ETF position peaked at $3.28M in Q1 2026.
0 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Strategic Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.