BWP
PPI

Baldwin Wealth Partners’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Baldwin Wealth Partners’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
Q4 		– Sell
-51,012
Closed -$791K – 812
2024
Q3 		$791K Buy
+51,012
New +$768K 0.05% 144

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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

Baldwin Wealth Partners's PPI Position: Q4 2024 in Review

Baldwin Wealth Partners sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q4 2024, closing a stake of 51,012 shares — an estimated $791K sold.

Baldwin Wealth Partners first reported a position in PPI in Q3 2024 and held it in 1 quarter. The position peaked at $791K in Q3 2024. 44 funds tracked by Wall St. Rank hold PPI as of Q4 2024.

  • Baldwin Wealth Partners reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q4 2024 after selling out during the quarter.
  • Baldwin Wealth Partners sold 51,012 AXS Astoria Inflation Sensitive ETF shares in Q4 2024, an estimated $791K.
  • Baldwin Wealth Partners first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2024 and held it in 1 quarter.
  • Baldwin Wealth Partners's AXS Astoria Inflation Sensitive ETF position peaked at $791K in Q3 2024.
  • 44 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q4 2024.

Based on Baldwin Wealth Partners's 13F filing for Q4 2024, filed 22 Jan 2025.