AG
PPI

AlTi Global’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

AlTi Global’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
Q1 		– Sell
-11,391
Closed -$212K – 465
2025
Q4 		$212K Hold
11,391
– – ﹤0.01% 430
2025
Q3 		$209K Sell
11,391
-173
-1% -$2.97K ﹤0.01% 421
2025
Q2 		$189K Hold
11,564
– – ﹤0.01% 405
2025
Q1 		$168K Sell
11,564
-1,066
-8% -$15.9K ﹤0.01% 380
2024
Q4 		$183K Hold
12,630
– – ﹤0.01% 402
2024
Q3 		$196K Hold
12,630
– – ﹤0.01% 374
2024
Q2 		$188K Buy
+12,630
New +$195K 0.01% 371

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
CCAM
Cascades Capital Asset Management Greensboro, North Carolina $270M AUM 25.7% 1-Year Est. Return

AlTi Global's PPI Position: Q1 2026 in Review

AlTi Global sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q1 2026, closing a stake of 11,391 shares — an estimated $212K sold.

AlTi Global first reported a position in PPI in Q2 2024 and held it in 7 quarters. The position peaked at $212K in Q4 2025. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • AlTi Global reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q1 2026 after selling out during the quarter.
  • AlTi Global sold 11,391 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $212K.
  • AlTi Global first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2024 and held it in 7 quarters.
  • AlTi Global's AXS Astoria Inflation Sensitive ETF position peaked at $212K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on AlTi Global's 13F filing for Q1 2026, filed 7 May 2026.