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 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

FNA

First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return

OPWM

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

SIS

Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return

BPW

BlueDoor Private Wealth Beverly, Massachusetts $238M AUM

Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

4Wealth Advisors's PPI Position: Q2 2026 in Review

4Wealth Advisors increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 4.5% in Q2 2026, buying an estimated $66.7K and bringing the position to 72,281 shares worth $1.53M. The position accounts for 1.17% of the portfolio, ranked #22.

4Wealth Advisors first reported a position in PPI in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

4Wealth Advisors held 72,281 shares of AXS Astoria Inflation Sensitive ETF worth $1.53M as of Q2 2026.
4Wealth Advisors bought 3,082 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $66.7K.
AXS Astoria Inflation Sensitive ETF made up 1.17% of 4Wealth Advisors's portfolio in Q2 2026, its #22 holding.
4Wealth Advisors first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2025 and has held it in 4 quarters since.
15 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on 4Wealth Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.