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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
Q3 		– Sell
-40,927
Closed -$871K – 87
2026
Q2 		$871K Sell
40,927
-605
-1% -$13.1K 0.22% 44
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

PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
Oregon Pacific Wealth Management
Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return
Woodward Diversified Capital
Woodward Diversified Capital Bakersfield, California $254M AUM 31.53% 1-Year Est. Return
Sard Wealth Management Group
Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

Financial Services Advisory's PPI Position: Q3 2026 in Review

Financial Services Advisory sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q3 2026, closing a stake of 40,927 shares — an estimated $871K sold.

Financial Services Advisory first reported a position in PPI in Q3 2025 and held it in 4 quarters. The position peaked at $904K in Q4 2025. 15 funds tracked by Wall St. Rank hold PPI as of Q3 2026.

  • Financial Services Advisory reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q3 2026 after selling out during the quarter.
  • Financial Services Advisory sold 40,927 AXS Astoria Inflation Sensitive ETF shares in Q3 2026, an estimated $871K.
  • Financial Services Advisory first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2025 and held it in 4 quarters.
  • Financial Services Advisory's AXS Astoria Inflation Sensitive ETF position peaked at $904K in Q4 2025.
  • 15 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q3 2026.

Based on Financial Services Advisory's 13F filing for Q3 2026, filed 26 Oct 2026.