BlackDiamond Wealth Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

BlackDiamond Wealth 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	$1.63M	Buy	78,146 +10,491	+16%	+$216K	0.78%	37
2025 Q4	$1.4M	Buy	67,655 +4,203	+7%	+$78.3K	0.68%	40
2025 Q3	$1.16M	Buy	63,452 +4,072	+7%	+$70K	0.63%	42
2025 Q2	$967K	Sell	59,380 -846	-1%	-$12.7K	0.56%	43
2025 Q1	$902K	Sell	60,226 -5,496	-8%	-$82.1K	0.61%	39
2024 Q4	$952K	Sell	65,722 -406	-0.6%	-$6.23K	0.55%	46
2024 Q3	$1.02M	Sell	66,128 -9,805	-13%	-$148K	0.61%	43
2024 Q2	$1.12M	Buy	75,933 +1,169	+2%	+$18.1K	0.73%	39
2024 Q1	$1.19M	Sell	74,764 -17,488	-19%	-$251K	0.85%	36
2023 Q4	$1.27M	Sell	92,252 -606	-0.7%	-$7.86K	0.93%	30
2023 Q3	$1.16M	Buy	92,858 +402	+0.4%	+$5.25K	1.05%	27
2023 Q2	$1.23M	Sell	92,456 -10,910	-11%	-$136K	1.04%	27
2023 Q1	$1.28M	Sell	103,366 -798	-0.8%	-$10.5K	1.31%	19
2022 Q4	$1.36M	Buy	104,164 +886	+0.9%	+$11.2K	1.54%	19
2022 Q3	$1.28M	Sell	103,278 -11,180	-10%	-$136K	1.54%	19
2022 Q2	$1.37M	Buy	114,458 +9,956	+10%	+$135K	1.7%	16
2022 Q1	$1.49M	Buy	+104,502	New	+$1.4M	1.78%	17

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 $683M AUM 22.87% 1-Year Est. Return

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 $95.8M AUM 15.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

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

SWM

Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return

BlackDiamond Wealth Management's PPI Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 16% in Q1 2026, buying an estimated $216K and bringing the position to 78,146 shares worth $1.63M. The position accounts for 0.78% of the portfolio, ranked #37.

BlackDiamond Wealth Management first reported a position in PPI in Q1 2022 and has held it in 17 quarters since. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

BlackDiamond Wealth Management held 78,146 shares of AXS Astoria Inflation Sensitive ETF worth $1.63M as of Q1 2026.
BlackDiamond Wealth Management bought 10,491 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $216K.
AXS Astoria Inflation Sensitive ETF made up 0.78% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #37 holding.
BlackDiamond Wealth Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q1 2022 and has held it in 17 quarters since.
46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.