GIA
PPI

Gladstone Institutional Advisory’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Gladstone Institutional 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
2023
Q2 		– Sell
-16,750
Closed -$210K – 689
2023
Q1 		$210K Buy
+16,750
New +$220K 0.01% 602

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

Gladstone Institutional Advisory's PPI Position: Q2 2023 in Review

Gladstone Institutional Advisory sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q2 2023, closing a stake of 16,750 shares — an estimated $210K sold.

Gladstone Institutional Advisory first reported a position in PPI in Q1 2023 and held it in 1 quarter. The position peaked at $210K in Q1 2023. 26 funds tracked by Wall St. Rank hold PPI as of Q2 2023.

  • Gladstone Institutional Advisory reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q2 2023 after selling out during the quarter.
  • Gladstone Institutional Advisory sold 16,750 AXS Astoria Inflation Sensitive ETF shares in Q2 2023, an estimated $210K.
  • Gladstone Institutional Advisory first reported a position in AXS Astoria Inflation Sensitive ETF in Q1 2023 and held it in 1 quarter.
  • Gladstone Institutional Advisory's AXS Astoria Inflation Sensitive ETF position peaked at $210K in Q1 2023.
  • 26 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2023.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2023, filed 10 Aug 2023.