GM
PPI

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
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 $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 $712M AUM 30.64% 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 $107M AUM 18.4% 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

GeoWealth Management's PPI Position: Q1 2026 in Review

GeoWealth Management reduced its AXS Astoria Inflation Sensitive ETF (PPI) stake by 0.48% in Q1 2026, selling an estimated $1.52K and leaving 15,480 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #584.

GeoWealth Management first reported a position in PPI in Q3 2024 and has held it in 4 quarters since. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • GeoWealth Management held 15,480 shares of AXS Astoria Inflation Sensitive ETF worth $322K as of Q1 2026.
  • GeoWealth Management sold 74 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $1.52K.
  • AXS Astoria Inflation Sensitive ETF made up 0.01% of GeoWealth Management's portfolio in Q1 2026, its #584 holding.
  • GeoWealth Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2024 and has held it in 4 quarters since.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on GeoWealth Management's 13F filing for Q1 2026, filed 13 May 2026.