LPL Financial
PPI

LPL Financial’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

LPL Financial’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
Q1 		$3.37M Buy
161,999
+64,497
+66% +$1.33M ﹤0.01% 2996
2025
Q4 		$1.82M Buy
97,502
+4,852
+5% +$90.4K ﹤0.01% 3504
2025
Q3 		$1.7M Buy
92,650
+11,589
+14% +$199K ﹤0.01% 3474
2025
Q2 		$1.32M Sell
81,061
-13,536
-14% -$203K ﹤0.01% 3496
2025
Q1 		$1.37M Sell
94,597
-9,842
-9% -$147K ﹤0.01% 3284
2024
Q4 		$1.51M Sell
104,439
-403
-0.4% -$6.19K ﹤0.01% 3141
2024
Q3 		$1.63M Sell
104,842
-23,501
-18% -$354K ﹤0.01% 2933
2024
Q2 		$1.91M Buy
128,343
+40,715
+46% +$630K ﹤0.01% 2645
2024
Q1 		$1.39M Buy
87,628
+49,732
+131% +$714K ﹤0.01% 2889
2023
Q4 		$519K Buy
37,896
+5,292
+16% +$68.6K ﹤0.01% 3644
2023
Q3 		$418K Buy
32,604
+1,710
+6% +$22.3K ﹤0.01% 3630
2023
Q2 		$394K Sell
30,894
-82,996
-73% -$1.03M ﹤0.01% 3646
2023
Q1 		$1.43M Buy
113,890
+95,936
+534% +$1.26M ﹤0.01% 2456
2022
Q4 		$228K Sell
17,954
-410
-2% -$5.17K ﹤0.01% 3882
2022
Q3 		$206K Buy
+18,364
New +$224K ﹤0.01% 3908

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
CCAM
Cascades Capital Asset Management Greensboro, North Carolina $239M AUM 18.43% 1-Year Est. Return
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return

LPL Financial's PPI Position: Q1 2026 in Review

LPL Financial increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 66% in Q1 2026, buying an estimated $1.33M and bringing the position to 161,999 shares worth $3.37M. The position accounts for ﹤0.01% of the portfolio, ranked #2996.

LPL Financial first reported a position in PPI in Q3 2022 and has held it in 15 quarters since. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • LPL Financial held 161,999 shares of AXS Astoria Inflation Sensitive ETF worth $3.37M as of Q1 2026.
  • LPL Financial bought 64,497 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $1.33M.
  • AXS Astoria Inflation Sensitive ETF made up ﹤0.01% of LPL Financial's portfolio in Q1 2026, its #2996 holding.
  • LPL Financial first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2022 and has held it in 15 quarters since.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on LPL Financial's 13F filing for Q1 2026, filed 6 May 2026.