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

Westfuller 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 		$3M Buy
111,747
+2,695
+2% +$74.8K 1.29% 15
2025
Q4 		$2.96M Sell
109,052
-11,608
-10% -$318K 1.2% 23
2025
Q3 		$3.29M Sell
120,660
-9,369
-7% -$249K 1.5% 16
2025
Q2 		$3.39M Buy
+130,029
New +$3.15M 1.93% 12

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
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
SI
Seeds Investor New York $735M AUM 17.54% 1-Year Est. Return

Westfuller Advisors's CHGX Position: Q1 2026 in Review

Westfuller Advisors increased its AXS Change Finance ESG ETF (CHGX) stake by 2.5% in Q1 2026, buying an estimated $74.8K and bringing the position to 111,747 shares worth $3M. The position accounts for 1.29% of the portfolio, ranked #15.

Westfuller Advisors first reported a position in CHGX in Q2 2025 and has held it in 4 quarters since. The position peaked at $3.39M in Q2 2025. 44 funds tracked by Wall St. Rank hold CHGX as of Q1 2026.

  • Westfuller Advisors held 111,747 shares of AXS Change Finance ESG ETF worth $3M as of Q1 2026.
  • Westfuller Advisors bought 2,695 AXS Change Finance ESG ETF shares in Q1 2026, an estimated $74.8K.
  • AXS Change Finance ESG ETF made up 1.29% of Westfuller Advisors's portfolio in Q1 2026, its #15 holding.
  • Westfuller Advisors first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 4 quarters since.
  • Westfuller Advisors's AXS Change Finance ESG ETF position peaked at $3.39M in Q2 2025.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q1 2026.

Based on Westfuller Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.