UBS Group
CHGX

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
2025
Q1 		– Sell
-12
Closed -$456 – 11073
2024
Q4 		$456 Buy
+12
New +$469 ﹤0.01% 9462
2024
Q2 		– Sell
-3
Closed -$110 – 10485
2024
Q1 		$110 Buy
+3
New +$105 ﹤0.01% 8829
2023
Q4 		– Sell
-2,898
Closed -$85.8K – 10581
2023
Q3 		$85.8K Buy
2,898
+191
+7% +$5.92K ﹤0.01% 5935
2023
Q2 		$84.6K Buy
2,707
+2,153
+389% +$63.3K ﹤0.01% 6144
2023
Q1 		$16K Buy
+554
New +$15.7K ﹤0.01% 7254

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $3.57B AUM 18.63% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 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
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

UBS Group's CHGX Position: Q1 2025 in Review

UBS Group sold out of AXS Change Finance ESG ETF (CHGX) in Q1 2025, closing a stake of 12 shares — an estimated $456 sold.

UBS Group first reported a position in CHGX in Q1 2023 and held it in 5 quarters. The position peaked at $85.8K in Q3 2023. 31 funds tracked by Wall St. Rank hold CHGX as of Q1 2025.

  • UBS Group reported no remaining AXS Change Finance ESG ETF position as of Q1 2025 after selling out during the quarter.
  • UBS Group sold 12 AXS Change Finance ESG ETF shares in Q1 2025, an estimated $456.
  • UBS Group first reported a position in AXS Change Finance ESG ETF in Q1 2023 and held it in 5 quarters.
  • UBS Group's AXS Change Finance ESG ETF position peaked at $85.8K in Q3 2023.
  • 31 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2025.

Based on UBS Group's 13F filing for Q1 2025, filed 13 May 2025.