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 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

APA

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

FNA

First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

OPWM

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $98.1M AUM

ATPW

Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return

OBWG

Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

FSA

Financial Services Advisory Rockville, Maryland $399M AUM 27.93% 1-Year Est. Return

Latitude Advisors's PPI Position: Q2 2026 in Review

Latitude Advisors increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 1.6% in Q2 2026, buying an estimated $26.1K and bringing the position to 78,650 shares worth $1.67M. The position accounts for 0.67% of the portfolio, ranked #36.

Latitude Advisors first reported a position in PPI in Q1 2022 and has held it in 18 quarters since. The position peaked at $14M in Q1 2022. 28 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

Latitude Advisors held 78,650 shares of AXS Astoria Inflation Sensitive ETF worth $1.67M as of Q2 2026.
Latitude Advisors bought 1,204 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $26.1K.
AXS Astoria Inflation Sensitive ETF made up 0.67% of Latitude Advisors's portfolio in Q2 2026, its #36 holding.
Latitude Advisors first reported a position in AXS Astoria Inflation Sensitive ETF in Q1 2022 and has held it in 18 quarters since.
Latitude Advisors's AXS Astoria Inflation Sensitive ETF position peaked at $14M in Q1 2022.
28 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Latitude Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.