Latitude Advisors’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Latitude Advisors’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 Q3	$1.55M	Sell	77,584 -1,066	-1%	-$22.5K	0.48%	41
2026 Q2	$1.67M	Buy	78,650 +1,204	+2%	+$26.1K	0.67%	36
2026 Q1	$1.61M	Buy	77,446 +4,022	+5%	+$82.8K	0.74%	27
2025 Q4	$1.37M	Buy	73,424 +3,484	+5%	+$64.9K	0.6%	35
2025 Q3	$1.28M	Buy	69,940 +164	+0.2%	+$2.82K	0.58%	36
2025 Q2	$1.14M	Sell	69,776 -12,312	-15%	-$185K	0.57%	39
2025 Q1	$1.19M	Buy	82,088 +626	+0.8%	+$9.35K	0.69%	36
2024 Q4	$1.18M	Sell	81,462 -2,303	-3%	-$35.4K	0.67%	36
2024 Q3	$1.3M	Sell	83,765 -5,628	-6%	-$84.7K	0.73%	29
2024 Q2	$1.33M	Sell	89,393 -1,625	-2%	-$25.1K	0.81%	23
2024 Q1	$1.45M	Sell	91,018 -12,230	-12%	-$176K	0.91%	21
2023 Q4	$1.41M	Sell	103,248 -1,990	-2%	-$25.8K	0.99%	20
2023 Q3	$1.35M	Sell	105,238 -33,248	-24%	-$434K	0.97%	23
2023 Q2	$1.77M	Sell	138,486 -16,006	-10%	-$199K	1.23%	16
2023 Q1	$1.94M	Buy	154,492 +19,976	+15%	+$262K	1.4%	14
2022 Q4	$1.71M	Sell	134,516 -37,598	-22%	-$474K	1.28%	15
2022 Q3	$1.93M	Sell	172,114 -149,810	-47%	-$1.82M	1.59%	17
2022 Q2	$3.74M	Sell	321,924 -660,646	-67%	-$8.98M	3.44%	4
2022 Q1	$14M	Buy	+982,570	New	+$13.1M	3.16%	4

Other funds holding PPI

Astoria Portfolio Advisors New York $706M AUM 19.99% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $52.3B AUM 19.7% 1-Year Est. Return

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $197M AUM 11.28% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return

BlackDiamond Wealth Management New York $258M AUM 22.71% 1-Year Est. Return

Latitude Advisors's PPI Position: Q3 2026 in Review

Latitude Advisors reduced its AXS Astoria Inflation Sensitive ETF (PPI) stake by 1.4% in Q3 2026, selling an estimated $22.5K and leaving 77,584 shares worth $1.55M. The position accounts for 0.48% of the portfolio, ranked #41.

Latitude Advisors first reported a position in PPI in Q1 2022 and has held it in 19 quarters since. The position peaked at $14M in Q1 2022. 46 funds tracked by Wall St. Rank hold PPI as of Q3 2026.

Latitude Advisors held 77,584 shares of AXS Astoria Inflation Sensitive ETF worth $1.55M as of Q3 2026.
Latitude Advisors sold 1,066 AXS Astoria Inflation Sensitive ETF shares in Q3 2026, an estimated $22.5K.
AXS Astoria Inflation Sensitive ETF made up 0.48% of Latitude Advisors's portfolio in Q3 2026, its #41 holding.
Latitude Advisors first reported a position in AXS Astoria Inflation Sensitive ETF in Q1 2022 and has held it in 19 quarters since.
Latitude Advisors's AXS Astoria Inflation Sensitive ETF position peaked at $14M in Q1 2022.
46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q3 2026.

Based on Latitude Advisors's 13F filing for Q3 2026, filed 27 Oct 2026.