UBS Group
CHGX icon

UBS Group’s AXS Change Finance ESG ETF CHGX Stock Holding History

UBS Group’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
-11
Closed -$295 – 10493
2026
Q1 		$295 Sell
11
-263
-96% -$7.3K ﹤0.01% 9975
2025
Q4 		$7.45K Sell
274
-16,013
-98% -$438K ﹤0.01% 8441
2025
Q3 		$445K Buy
16,287
+2,706
+20% +$71.9K ﹤0.01% 6182
2025
Q2 		$354K Buy
+13,581
New +$329K ﹤0.01% 6302

Other funds holding CHGX

PFG Investments
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
Natural Investments
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WCG Wealth Advisors
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
Stance Capital
Stance Capital Boston, Massachusetts $328M AUM 48.17% 1-Year Est. Return
World Investment Advisors
World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return
Colorado Capital Management
Colorado Capital Management Boulder, Colorado $291M AUM 13.72% 1-Year Est. Return
Westfuller Advisors
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
Seeds Investor
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

UBS Group's CHGX Position: Q2 2026 in Review

UBS Group sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2026, closing a stake of 11 shares — an estimated $295 sold.

UBS Group first reported a position in CHGX in Q2 2025 and held it in 4 quarters. The position peaked at $445K in Q3 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • UBS Group reported no remaining AXS Change Finance ESG ETF position as of Q2 2026 after selling out during the quarter.
  • UBS Group sold 11 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $295.
  • UBS Group first reported a position in AXS Change Finance ESG ETF in Q2 2025 and held it in 4 quarters.
  • UBS Group's AXS Change Finance ESG ETF position peaked at $445K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on UBS Group's 13F filing for Q2 2026, filed 13 Aug 2026.