APA
PPI

American Portfolios Advisors’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

American Portfolios 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
2022
Q3 		$108K Sell
9,600
-2,600
-21% -$31.7K ﹤0.01% 1320
2022
Q2 		$142K Sell
12,200
-3,600
-23% -$48.9K 0.01% 1224
2022
Q1 		$226K Buy
+15,800
New +$211K 0.01% 1108

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
HIC
Hartline Investment Corp Winnetka, Illinois $1.15B AUM 65.07% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

American Portfolios Advisors's PPI Position: Q3 2022 in Review

American Portfolios Advisors reduced its AXS Astoria Inflation Sensitive ETF (PPI) stake by 21% in Q3 2022, selling an estimated $31.7K and leaving 9,600 shares worth $108K. The position accounts for ﹤0.01% of the portfolio, ranked #1320.

American Portfolios Advisors first reported a position in PPI in Q1 2022 and has held it in 3 quarters since. The position peaked at $226K in Q1 2022. 22 funds tracked by Wall St. Rank hold PPI as of Q3 2022.

  • American Portfolios Advisors held 9,600 shares of AXS Astoria Inflation Sensitive ETF worth $108K as of Q3 2022.
  • American Portfolios Advisors sold 2,600 AXS Astoria Inflation Sensitive ETF shares in Q3 2022, an estimated $31.7K.
  • AXS Astoria Inflation Sensitive ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1320 holding.
  • American Portfolios Advisors first reported a position in AXS Astoria Inflation Sensitive ETF in Q1 2022 and has held it in 3 quarters since.
  • American Portfolios Advisors's AXS Astoria Inflation Sensitive ETF position peaked at $226K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.