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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
Q2 		$3.48M Sell
104,651
-7,096
-6% -$220K 1.27% 21
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 $2.58B AUM 36.93% 1-Year Est. Return
NI
Natural Investments Windsor, California $455M AUM 27.07% 1-Year Est. Return
WWA
WCG Wealth Advisors Las Vegas, Nevada $4.22B AUM 26.72% 1-Year Est. Return
SC
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
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
SI
Seeds Investor New York $973M AUM 33.7% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Westfuller Advisors's CHGX Position: Q2 2026 in Review

Westfuller Advisors reduced its AXS Change Finance ESG ETF (CHGX) stake by 6.4% in Q2 2026, selling an estimated $220K and leaving 104,651 shares worth $3.48M. The position accounts for 1.27% of the portfolio, ranked #21.

Westfuller Advisors first reported a position in CHGX in Q2 2025 and has held it in 5 quarters since. 44 funds tracked by Wall St. Rank hold CHGX as of Q2 2026.

  • Westfuller Advisors held 104,651 shares of AXS Change Finance ESG ETF worth $3.48M as of Q2 2026.
  • Westfuller Advisors sold 7,096 AXS Change Finance ESG ETF shares in Q2 2026, an estimated $220K.
  • AXS Change Finance ESG ETF made up 1.27% of Westfuller Advisors's portfolio in Q2 2026, its #21 holding.
  • Westfuller Advisors first reported a position in AXS Change Finance ESG ETF in Q2 2025 and has held it in 5 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Change Finance ESG ETF as of Q2 2026.

Based on Westfuller Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.