CCAM
PPI

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
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 $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 $251M AUM 24.4% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return

Cascades Capital Asset Management's PPI Position: Q1 2026 in Review

Cascades Capital Asset Management increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 21% in Q1 2026, buying an estimated $270K and bringing the position to 74,826 shares worth $1.56M. The position accounts for 0.65% of the portfolio, ranked #32.

Cascades Capital Asset Management first reported a position in PPI in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • Cascades Capital Asset Management held 74,826 shares of AXS Astoria Inflation Sensitive ETF worth $1.56M as of Q1 2026.
  • Cascades Capital Asset Management bought 13,103 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $270K.
  • AXS Astoria Inflation Sensitive ETF made up 0.65% of Cascades Capital Asset Management's portfolio in Q1 2026, its #32 holding.
  • Cascades Capital Asset Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2025 and has held it in 3 quarters since.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on Cascades Capital Asset Management's 13F filing for Q1 2026, filed 15 May 2026.