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
Q2 		$362K Sell
17,026
-13,320
-44% -$288K 0.01% 838
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 $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
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
CCAM
Cascades Capital Asset Management Greensboro, North Carolina $270M AUM 25.7% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return

Belpointe Asset Management's PPI Position: Q2 2026 in Review

Belpointe Asset Management reduced its AXS Astoria Inflation Sensitive ETF (PPI) stake by 44% in Q2 2026, selling an estimated $288K and leaving 17,026 shares worth $362K. The position accounts for 0.01% of the portfolio, ranked #838.

Belpointe Asset Management first reported a position in PPI in Q4 2025 and has held it in 3 quarters since. The position peaked at $631K in Q1 2026. 56 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

  • Belpointe Asset Management held 17,026 shares of AXS Astoria Inflation Sensitive ETF worth $362K as of Q2 2026.
  • Belpointe Asset Management sold 13,320 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $288K.
  • AXS Astoria Inflation Sensitive ETF made up 0.01% of Belpointe Asset Management's portfolio in Q2 2026, its #838 holding.
  • Belpointe Asset Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q4 2025 and has held it in 3 quarters since.
  • Belpointe Asset Management's AXS Astoria Inflation Sensitive ETF position peaked at $631K in Q1 2026.
  • 56 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Belpointe Asset Management's 13F filing for Q2 2026, filed 31 Jul 2026.