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

GeoWealth 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	$344K	Buy	16,156 +676	+4%	+$14.6K	0.01%	612
2026 Q1	$322K	Sell	15,480 -74	-0.5%	-$1.52K	0.01%	584
2025 Q4	$290K	Buy	+15,554	New	+$290K	0.01%	578
2025 Q1	–	Sell	-332	Closed	-$4.81K	–	1618
2024 Q4	$4.81K	Buy	332 +88	+36%	+$1.35K	﹤0.01%	1559
2024 Q3	$3.78K	Buy	+244	New	+$3.67K	﹤0.01%	1487

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

GeoWealth Management's PPI Position: Q2 2026 in Review

GeoWealth Management increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 4.4% in Q2 2026, buying an estimated $14.6K and bringing the position to 16,156 shares worth $344K. The position accounts for 0.01% of the portfolio, ranked #612.

GeoWealth Management first reported a position in PPI in Q3 2024 and has held it in 5 quarters since. 55 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

GeoWealth Management held 16,156 shares of AXS Astoria Inflation Sensitive ETF worth $344K as of Q2 2026.
GeoWealth Management bought 676 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $14.6K.
AXS Astoria Inflation Sensitive ETF made up 0.01% of GeoWealth Management's portfolio in Q2 2026, its #612 holding.
GeoWealth Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2024 and has held it in 5 quarters since.
55 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on GeoWealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.