Covestor’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Covestor’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	$4K	Buy	208 +23	+12%	+$498	﹤0.01%	1919
2026 Q1	$4K	Buy	185 +88	+91%	+$1.81K	﹤0.01%	1881
2025 Q4	$2K	Hold	97	–	–	﹤0.01%	1946
2025 Q3	$2K	Sell	97 -17	-15%	-$292	﹤0.01%	1978
2025 Q2	$2K	Hold	114	–	–	﹤0.01%	1877
2025 Q1	$2K	Sell	114 -26	-19%	-$388	﹤0.01%	1878
2024 Q4	$2K	Buy	140 +24	+21%	+$368	﹤0.01%	1927
2024 Q3	$2K	Sell	116 -29	-20%	-$436	﹤0.01%	1848
2024 Q2	$2K	Sell	145 -1	-0.7%	-$15	﹤0.01%	1878
2024 Q1	$2K	Buy	146 +6	+4%	+$86	﹤0.01%	1866
2023 Q4	$2K	Buy	140 +4	+3%	+$52	﹤0.01%	1877
2023 Q3	$2K	Sell	136 -38	-22%	-$496	﹤0.01%	1845
2023 Q2	$2K	Buy	174 +12	+7%	+$149	﹤0.01%	1858
2023 Q1	$2K	Sell	162 -26	-14%	-$341	﹤0.01%	1783
2022 Q4	$2K	Sell	188 -10	-5%	-$126	﹤0.01%	1799
2022 Q3	$2K	Sell	198 -154	-44%	-$1.88K	﹤0.01%	1726
2022 Q2	$4K	Buy	352 +22	+7%	+$299	﹤0.01%	1482
2022 Q1	$5K	Buy	+330	New	+$4.41K	﹤0.01%	1503

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

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

Covestor's PPI Position: Q2 2026 in Review

Covestor increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 12% in Q2 2026, buying an estimated $498 and bringing the position to 208 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1919.

Covestor first reported a position in PPI in Q1 2022 and has held it in 18 quarters since. The position peaked at $5K in Q1 2022. 55 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

Covestor held 208 shares of AXS Astoria Inflation Sensitive ETF worth $4K as of Q2 2026.
Covestor bought 23 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $498.
AXS Astoria Inflation Sensitive ETF made up ﹤0.01% of Covestor's portfolio in Q2 2026, its #1919 holding.
Covestor first reported a position in AXS Astoria Inflation Sensitive ETF in Q1 2022 and has held it in 18 quarters since.
Covestor's AXS Astoria Inflation Sensitive ETF position peaked at $5K in Q1 2022.
55 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Covestor's 13F filing for Q2 2026, filed 7 Aug 2026.