EWM
PPI

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

Evolution 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
Q2 		$16.4K Hold
770
– – 0.01% 494
2026
Q1 		$16K Sell
770
-1
-0.1% -$21 0.01% 452
2025
Q4 		$14.4K Buy
771
+652
+548% +$12.1K 0.01% 397
2025
Q3 		$2.18K Buy
+119
New +$2.04K ﹤0.01% 503

Other funds holding PPI

FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 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
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return

Evolution Wealth Management's PPI Position: Q2 2026 in Review

Evolution Wealth Management held its AXS Astoria Inflation Sensitive ETF (PPI) position steady in Q2 2026 at 770 shares worth $16.4K. The position accounts for 0.01% of the portfolio, ranked #494.

Evolution Wealth Management first reported a position in PPI in Q3 2025 and has held it in 4 quarters since. 15 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

  • Evolution Wealth Management held 770 shares of AXS Astoria Inflation Sensitive ETF worth $16.4K as of Q2 2026.
  • Evolution Wealth Management left its AXS Astoria Inflation Sensitive ETF share count unchanged in Q2 2026.
  • AXS Astoria Inflation Sensitive ETF made up 0.01% of Evolution Wealth Management's portfolio in Q2 2026, its #494 holding.
  • Evolution Wealth Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2025 and has held it in 4 quarters since.
  • 15 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.