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

Cascades Capital 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	$2.13M	Buy	100,151 +25,325	+34%	+$548K	0.79%	25
2026 Q1	$1.56M	Buy	74,826 +13,103	+21%	+$270K	0.65%	32
2025 Q4	$1.15M	Buy	61,723 +20,323	+49%	+$379K	0.48%	45
2025 Q3	$759K	Buy	+41,400	New	+$711K	0.33%	56

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 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 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

BWM

BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Cascades Capital Asset Management's PPI Position: Q2 2026 in Review

Cascades Capital Asset Management increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 34% in Q2 2026, buying an estimated $548K and bringing the position to 100,151 shares worth $2.13M. The position accounts for 0.79% of the portfolio, ranked #25.

Cascades Capital Asset Management first reported a position in PPI in Q3 2025 and has held it in 4 quarters since. 55 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

Cascades Capital Asset Management held 100,151 shares of AXS Astoria Inflation Sensitive ETF worth $2.13M as of Q2 2026.
Cascades Capital Asset Management bought 25,325 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $548K.
AXS Astoria Inflation Sensitive ETF made up 0.79% of Cascades Capital Asset Management's portfolio in Q2 2026, its #25 holding.
Cascades Capital Asset Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2025 and has held it in 4 quarters since.
55 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Cascades Capital Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.