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 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

APA

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

HGA

Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 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

VWWMG

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 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

CCAM

Cascades Capital Asset Management Greensboro, North Carolina $270M AUM 25.7% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return

ATPW

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

LPL Financial's PPI Position: Q2 2026 in Review

LPL Financial increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 24% in Q2 2026, buying an estimated $849K and bringing the position to 201,255 shares worth $4.28M. The position accounts for ﹤0.01% of the portfolio, ranked #2937.

LPL Financial first reported a position in PPI in Q3 2022 and has held it in 16 quarters since. 55 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

LPL Financial held 201,255 shares of AXS Astoria Inflation Sensitive ETF worth $4.28M as of Q2 2026.
LPL Financial bought 39,256 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $849K.
AXS Astoria Inflation Sensitive ETF made up ﹤0.01% of LPL Financial's portfolio in Q2 2026, its #2937 holding.
LPL Financial first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2022 and has held it in 16 quarters since.
55 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.