LWAC
PPI

Laurel Wealth Advisors (California)’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Laurel Wealth Advisors (California)’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
2022
Q4 		$227K Sell
17,888
-4,156
-19% -$52.4K 0.02% 596
2022
Q3 		$247K Buy
22,044
+234
+1% +$2.85K 0.03% 544
2022
Q2 		$254K Buy
+21,810
New +$296K 0.03% 551

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 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
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 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

Laurel Wealth Advisors (California)'s PPI Position: Q4 2022 in Review

Laurel Wealth Advisors (California) reduced its AXS Astoria Inflation Sensitive ETF (PPI) stake by 19% in Q4 2022, selling an estimated $52.4K and leaving 17,888 shares worth $227K. The position accounts for 0.02% of the portfolio, ranked #596.

Laurel Wealth Advisors (California) first reported a position in PPI in Q2 2022 and has held it in 3 quarters since. The position peaked at $254K in Q2 2022. 24 funds tracked by Wall St. Rank hold PPI as of Q4 2022.

  • Laurel Wealth Advisors (California) held 17,888 shares of AXS Astoria Inflation Sensitive ETF worth $227K as of Q4 2022.
  • Laurel Wealth Advisors (California) sold 4,156 AXS Astoria Inflation Sensitive ETF shares in Q4 2022, an estimated $52.4K.
  • AXS Astoria Inflation Sensitive ETF made up 0.02% of Laurel Wealth Advisors (California)'s portfolio in Q4 2022, its #596 holding.
  • Laurel Wealth Advisors (California) first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2022 and has held it in 3 quarters since.
  • Laurel Wealth Advisors (California)'s AXS Astoria Inflation Sensitive ETF position peaked at $254K in Q2 2022.
  • 24 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q4 2022.

Based on Laurel Wealth Advisors (California)'s 13F filing for Q4 2022, filed 14 Feb 2023.