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 Q2	$12M	Buy	360,215 +322,302	+850%	+$9.99M	0.28%	89
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

PFG Investments Woodbury, New York $2.58B AUM 36.93% 1-Year Est. Return

Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return

Stance Capital Boston, Massachusetts $328M AUM 48.17% 1-Year Est. Return

WIA

World Investment Advisors Santa Barbara, California $6.04B AUM 22.7% 1-Year Est. Return

CCM

Colorado Capital Management Boulder, Colorado $293M AUM 22.17% 1-Year Est. Return

Westfuller Advisors New York $275M AUM 24.54% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

WCG Wealth Advisors's CHGX Position: Q2 2026 in Review

WCG Wealth Advisors increased its AXS Change Finance ESG ETF (CHGX) stake by 850% in Q2 2026, buying an estimated $9.99M and bringing the position to 360,215 shares worth $12M. The position accounts for 0.28% of the portfolio, ranked #89.

WCG Wealth Advisors first reported a position in CHGX in Q2 2025 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

WCG Wealth Advisors held 360,215 shares of AXS Change Finance ESG ETF worth $12M as of Q2 2026.
WCG Wealth Advisors bought 322,302 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $9.99M.
AXS Change Finance ESG ETF made up 0.28% of WCG Wealth Advisors's portfolio in Q2 2026, its #89 holding.
WCG Wealth Advisors first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 4 quarters since.
44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on WCG Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.