BAM
PPI

Belpointe Asset Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Belpointe Asset Management’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 		$631K Buy
30,346
+17,059
+128% +$351K 0.02% 614
2025
Q4 		$247K Buy
+13,287
New +$247K 0.01% 886

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
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 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 $377B AUM 19.32% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
CCAM
Cascades Capital Asset Management Greensboro, North Carolina $239M AUM 18.43% 1-Year Est. Return

Belpointe Asset Management's PPI Position: Q1 2026 in Review

Belpointe Asset Management increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 128% in Q1 2026, buying an estimated $351K and bringing the position to 30,346 shares worth $631K. The position accounts for 0.02% of the portfolio, ranked #614.

Belpointe Asset Management first reported a position in PPI in Q4 2025 and has held it in 2 quarters since. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • Belpointe Asset Management held 30,346 shares of AXS Astoria Inflation Sensitive ETF worth $631K as of Q1 2026.
  • Belpointe Asset Management bought 17,059 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $351K.
  • AXS Astoria Inflation Sensitive ETF made up 0.02% of Belpointe Asset Management's portfolio in Q1 2026, its #614 holding.
  • Belpointe Asset Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q4 2025 and has held it in 2 quarters since.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.