FSA
PPI

Financial Services Advisory’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Financial Services Advisory’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 		$864K Sell
41,532
-6,997
-14% -$144K 0.41% 38
2025
Q4 		$904K Sell
48,529
-445
-0.9% -$8.29K 0.32% 39
2025
Q3 		$897K Buy
+48,974
New +$842K 0.35% 41

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
FNA
First National Advisers Omaha, Nebraska $683M AUM 22.87% 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
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

Financial Services Advisory's PPI Position: Q1 2026 in Review

Financial Services Advisory reduced its AXS Astoria Inflation Sensitive ETF (PPI) stake by 14% in Q1 2026, selling an estimated $144K and leaving 41,532 shares worth $864K. The position accounts for 0.41% of the portfolio, ranked #38.

Financial Services Advisory first reported a position in PPI in Q3 2025 and has held it in 3 quarters since. The position peaked at $904K in Q4 2025. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • Financial Services Advisory held 41,532 shares of AXS Astoria Inflation Sensitive ETF worth $864K as of Q1 2026.
  • Financial Services Advisory sold 6,997 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $144K.
  • AXS Astoria Inflation Sensitive ETF made up 0.41% of Financial Services Advisory's portfolio in Q1 2026, its #38 holding.
  • Financial Services Advisory first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2025 and has held it in 3 quarters since.
  • Financial Services Advisory's AXS Astoria Inflation Sensitive ETF position peaked at $904K in Q4 2025.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on Financial Services Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.