GWN Securities
PPI icon

GWN Securities’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

GWN Securities’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
2025
Q2 		– Sell
-81,824
Closed -$1.19M – 634
2025
Q1 		$1.19M Buy
+81,824
New +$1.22M 0.07% 272

Other funds holding PPI

Astoria Portfolio Advisors
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
Hobbs Group Advisors
Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return
Vermillion & White Wealth Management Group
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $197M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
BlackDiamond Wealth Management
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

GWN Securities's PPI Position: Q2 2025 in Review

GWN Securities sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q2 2025, closing a stake of 81,824 shares — an estimated $1.19M sold.

GWN Securities first reported a position in PPI in Q1 2025 and held it in 1 quarter. The position peaked at $1.19M in Q1 2025. 38 funds tracked by Wall St. Rank hold PPI as of Q2 2025.

  • GWN Securities reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q2 2025 after selling out during the quarter.
  • GWN Securities sold 81,824 AXS Astoria Inflation Sensitive ETF shares in Q2 2025, an estimated $1.19M.
  • GWN Securities first reported a position in AXS Astoria Inflation Sensitive ETF in Q1 2025 and held it in 1 quarter.
  • GWN Securities's AXS Astoria Inflation Sensitive ETF position peaked at $1.19M in Q1 2025.
  • 38 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2025.

Based on GWN Securities's 13F filing for Q2 2025, filed 1 Aug 2025.