LPL Financial
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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
Q3 		$4.34M Buy
216,871
+15,616
+8% +$330K ﹤0.01% 2965
2026
Q2 		$4.28M Buy
201,255
+39,256
+24% +$849K ﹤0.01% 2937
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

PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
Oregon Pacific Wealth Management
Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return
Ashton Thomas Private Wealth
Ashton Thomas Private Wealth Scottsdale, Arizona $4.98B AUM 21.09% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
4Wealth Advisors
4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return
Onyx Bridge Wealth Group
Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return
Silverlake Wealth Management
Silverlake Wealth Management Williston, Vermont $536M AUM 16.18% 1-Year Est. Return
BlueDoor Private Wealth
BlueDoor Private Wealth Beverly, Massachusetts $236M AUM 14.87% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Ellis Investment Partners
Ellis Investment Partners Berwyn, Pennsylvania $669M AUM 16.26% 1-Year Est. Return

LPL Financial's PPI Position: Q3 2026 in Review

LPL Financial increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 7.8% in Q3 2026, buying an estimated $330K and bringing the position to 216,871 shares worth $4.34M. The position accounts for ﹤0.01% of the portfolio, ranked #2965.

LPL Financial first reported a position in PPI in Q3 2022 and has held it in 17 quarters since. 24 funds tracked by Wall St. Rank hold PPI as of Q3 2026.

  • LPL Financial held 216,871 shares of AXS Astoria Inflation Sensitive ETF worth $4.34M as of Q3 2026.
  • LPL Financial bought 15,616 AXS Astoria Inflation Sensitive ETF shares in Q3 2026, an estimated $330K.
  • AXS Astoria Inflation Sensitive ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #2965 holding.
  • LPL Financial first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2022 and has held it in 17 quarters since.
  • 24 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.