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WCG Wealth Advisors’s AXS Change Finance ESG ETF CHGX Stock Holding History

WCG Wealth Advisors’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 		$1.02M Sell
37,913
-7,769
-17% -$216K 0.03% 378
2025
Q4 		$1.24M Buy
+45,682
New +$1.25M 0.03% 331
2025
Q3 		– Sell
-48,241
Closed -$1.26M – 338
2025
Q2 		$1.26M Buy
+48,241
New +$1.17M 0.08% 201

Other funds holding CHGX

PI
PFG Investments Woodbury, New York $2.15B AUM 25.5% 1-Year Est. Return
NI
Natural Investments Windsor, California $405M AUM 19.08% 1-Year Est. Return
SC
Stance Capital Boston, Massachusetts $206M AUM 22.76% 1-Year Est. Return
WIA
World Investment Advisors Santa Barbara, California $6.2B AUM 19.68% 1-Year Est. Return
CCM
Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

WCG Wealth Advisors's CHGX Position: Q1 2026 in Review

WCG Wealth Advisors reduced its AXS Change Finance ESG ETF (CHGX) stake by 17% in Q1 2026, selling an estimated $216K and leaving 37,913 shares worth $1.02M. The position accounts for 0.03% of the portfolio, ranked #378.

WCG Wealth Advisors first reported a position in CHGX in Q2 2025 and has held it in 3 quarters since. The position peaked at $1.26M in Q2 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • WCG Wealth Advisors held 37,913 shares of AXS Change Finance ESG ETF worth $1.02M as of Q1 2026.
  • WCG Wealth Advisors sold 7,769 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $216K.
  • AXS Change Finance ESG ETF made up 0.03% of WCG Wealth Advisors's portfolio in Q1 2026, its #378 holding.
  • WCG Wealth Advisors first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 3 quarters since.
  • WCG Wealth Advisors's AXS Change Finance ESG ETF position peaked at $1.26M in Q2 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on WCG Wealth Advisors's 13F filing for Q1 2026, filed 12 May 2026.