Avestar Capital
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Avestar Capital’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Avestar Capital’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
2024
Q1 		– Sell
-187,426
Closed -$2.57M – 487
2023
Q4 		$2.57M Buy
187,426
+32,592
+21% +$423K 0.29% 58
2023
Q3 		$1.99M Buy
+154,834
New +$2.02M 0.28% 65

Other funds holding PPI

Astoria Portfolio Advisors
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return
BlackDiamond Wealth Management
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
REAP Financial Group
REAP Financial Group Austin, Texas $586M AUM 22.63% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 1-Year Est. Return

Avestar Capital's PPI Position: Q1 2024 in Review

Avestar Capital sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q1 2024, closing a stake of 187,426 shares — an estimated $2.57M sold.

Avestar Capital first reported a position in PPI in Q3 2023 and held it in 2 quarters. The position peaked at $2.57M in Q4 2023. 23 funds tracked by Wall St. Rank hold PPI as of Q1 2024.

  • Avestar Capital reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q1 2024 after selling out during the quarter.
  • Avestar Capital sold 187,426 AXS Astoria Inflation Sensitive ETF shares in Q1 2024, an estimated $2.57M.
  • Avestar Capital first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2023 and held it in 2 quarters.
  • Avestar Capital's AXS Astoria Inflation Sensitive ETF position peaked at $2.57M in Q4 2023.
  • 23 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2024.

Based on Avestar Capital's 13F filing for Q1 2024, filed 10 May 2024.