Carson Wealth (CWM LLC)
PPI

Carson Wealth (CWM LLC)’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q4 		– Sell
-80
Closed -$1K – 5578
2025
Q3 		$1K Hold
80
– – ﹤0.01% 5177
2025
Q2 		$1K Hold
80
– – ﹤0.01% 5057
2025
Q1 		$1K Hold
80
– – ﹤0.01% 4968
2024
Q4 		$1K Hold
80
– – ﹤0.01% 4775
2024
Q3 		$1K Hold
80
– – ﹤0.01% 4675
2024
Q2 		$1K Hold
80
– – ﹤0.01% 4458
2024
Q1 		$1K Hold
80
– – ﹤0.01% 4192
2023
Q4 		$1K Hold
80
– – ﹤0.01% 4014
2023
Q3 		$1K Hold
80
– – ﹤0.01% 4048
2023
Q2 		$1K Buy
+80
New +$995 ﹤0.01% 4035

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
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 $95.8M AUM 15.42% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
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

Carson Wealth (CWM LLC)'s PPI Position: Q4 2025 in Review

Carson Wealth (CWM LLC) sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q4 2025, closing a stake of 80 shares — an estimated $1K sold.

Carson Wealth (CWM LLC) first reported a position in PPI in Q2 2023 and held it in 10 quarters. The position peaked at $1K in Q3 2025. 44 funds tracked by Wall St. Rank hold PPI as of Q4 2025.

  • Carson Wealth (CWM LLC) reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q4 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 80 AXS Astoria Inflation Sensitive ETF shares in Q4 2025, an estimated $1K.
  • Carson Wealth (CWM LLC) first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2023 and held it in 10 quarters.
  • Carson Wealth (CWM LLC)'s AXS Astoria Inflation Sensitive ETF position peaked at $1K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q4 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q4 2025, filed 26 Jan 2026.