4Wealth Advisors’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

4Wealth Advisors’s Portfolio PPI Stock Details PPI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$1.52M	Buy	75,563 +3,282	+5%	+$69.3K	1.05%	24
2026 Q2	$1.53M	Buy	72,281 +3,082	+4%	+$66.7K	1.17%	22
2026 Q1	$1.41M	Buy	69,199 +17,826	+35%	+$367K	1.21%	21
2025 Q4	$957K	Buy	51,373 +22,348	+77%	+$416K	0.82%	33
2025 Q3	$532K	Buy	+29,025	New	+$499K	0.48%	71

Other funds holding PPI

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

Woodward Diversified Capital Bakersfield, California $254M AUM 31.53% 1-Year Est. Return

Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

4Wealth Advisors's PPI Position: Q3 2026 in Review

4Wealth Advisors increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 4.5% in Q3 2026, buying an estimated $69.3K and bringing the position to 75,563 shares worth $1.52M. The position accounts for 1.05% of the portfolio, ranked #24.

4Wealth Advisors first reported a position in PPI in Q3 2025 and has held it in 5 quarters since. The position peaked at $1.53M in Q2 2026. 16 funds tracked by Wall St. Rank hold PPI as of Q3 2026.

4Wealth Advisors held 75,563 shares of AXS Astoria Inflation Sensitive ETF worth $1.52M as of Q3 2026.
4Wealth Advisors bought 3,282 AXS Astoria Inflation Sensitive ETF shares in Q3 2026, an estimated $69.3K.
AXS Astoria Inflation Sensitive ETF made up 1.05% of 4Wealth Advisors's portfolio in Q3 2026, its #24 holding.
4Wealth Advisors first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2025 and has held it in 5 quarters since.
4Wealth Advisors's AXS Astoria Inflation Sensitive ETF position peaked at $1.53M in Q2 2026.
16 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q3 2026.

Based on 4Wealth Advisors's 13F filing for Q3 2026, filed 13 Oct 2026.