KWM
PPI

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

Kingsview Wealth 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
2023
Q4 		– Sell
-52,048
Closed -$667K – 1007
2023
Q3 		$667K Buy
52,048
+1,526
+3% +$19.9K 0.02% 548
2023
Q2 		$644K Buy
50,522
+1,106
+2% +$13.8K 0.03% 525
2023
Q1 		$619K Buy
49,416
+30
+0.1% +$394 0.03% 519
2022
Q4 		$627K Buy
49,386
+2,388
+5% +$30.1K 0.03% 452
2022
Q3 		$527K Buy
46,998
+5,060
+12% +$61.6K 0.03% 491
2022
Q2 		$488K Buy
+41,938
New +$570K 0.02% 542

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
AC
Avestar Capital New York $1.56B AUM 31.38% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return

Kingsview Wealth Management's PPI Position: Q4 2023 in Review

Kingsview Wealth Management sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q4 2023, closing a stake of 52,048 shares — an estimated $667K sold.

Kingsview Wealth Management first reported a position in PPI in Q2 2022 and held it in 6 quarters. The position peaked at $667K in Q3 2023. 29 funds tracked by Wall St. Rank hold PPI as of Q4 2023.

  • Kingsview Wealth Management reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q4 2023 after selling out during the quarter.
  • Kingsview Wealth Management sold 52,048 AXS Astoria Inflation Sensitive ETF shares in Q4 2023, an estimated $667K.
  • Kingsview Wealth Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2022 and held it in 6 quarters.
  • Kingsview Wealth Management's AXS Astoria Inflation Sensitive ETF position peaked at $667K in Q3 2023.
  • 29 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q4 2023.

Based on Kingsview Wealth Management's 13F filing for Q4 2023, filed 8 Feb 2024.