WWA
CHGX

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
2025
Q2 		– Sell
-234,869
Closed -$8.65M – 348
2025
Q1 		$8.65M Sell
234,869
-21,141
-8% -$812K 0.66% 46
2024
Q4 		$9.72M Buy
256,010
+3,189
+1% +$125K 0.64% 44
2024
Q3 		$9.73M Sell
252,821
-254
-0.1% -$9.36K 0.66% 42
2024
Q2 		$9.15M Buy
253,075
+29,058
+13% +$1.03M 0.68% 44
2024
Q1 		$8.22M Buy
224,017
+9,052
+4% +$315K 0.69% 44
2023
Q4 		$7.14M Sell
214,965
-9,677
-4% -$299K 0.52% 51
2023
Q3 		$7.09M Sell
224,642
-2,080
-0.9% -$64.5K 0.52% 54
2023
Q2 		$7.07M Buy
226,722
+35,165
+18% +$1.03M 0.83% 36
2023
Q1 		$5.53M Sell
191,557
-508
-0.3% -$14.4K 0.71% 42
2022
Q4 		$5.21M Buy
192,065
+16,220
+9% +$439K 0.71% 40
2022
Q3 		$4.74M Sell
175,845
-9,372
-5% -$259K 0.63% 39
2022
Q2 		$4.85M Buy
+185,217
New +$5.26M 0.67% 39

Other funds holding CHGX

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

WCG Wealth Advisors's CHGX Position: Q2 2025 in Review

WCG Wealth Advisors sold out of AXS Change Finance ESG ETF (CHGX) in Q2 2025, closing a stake of 234,869 shares — an estimated $8.65M sold.

WCG Wealth Advisors first reported a position in CHGX in Q2 2022 and held it in 12 quarters. The position peaked at $9.73M in Q3 2024. 1 fund tracked by Wall St. Rank holds CHGX as of Q2 2025.

  • WCG Wealth Advisors reported no remaining AXS Change Finance ESG ETF position as of Q2 2025 after selling out during the quarter.
  • WCG Wealth Advisors sold 234,869 AXS Change Finance ESG ETF shares in Q2 2025, an estimated $8.65M.
  • WCG Wealth Advisors first reported a position in AXS Change Finance ESG ETF in Q2 2022 and held it in 12 quarters.
  • WCG Wealth Advisors's AXS Change Finance ESG ETF position peaked at $9.73M in Q3 2024.
  • 1 fund tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2025.

Based on WCG Wealth Advisors's 13F filing for Q2 2025, filed 13 Aug 2025.