MCM
PPI

MAI Capital Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

MAI Capital Management’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
2025
Q4 		– Sell
-119
Closed -$2.18K – 4459
2025
Q3 		$2.18K Hold
119
– – ﹤0.01% 3291
2025
Q2 		$1.95K Hold
119
– – ﹤0.01% 3430
2025
Q1 		$1.73K Hold
119
– – ﹤0.01% 3004
2024
Q4 		$1.73K Buy
+119
New +$1.83K ﹤0.01% 3058

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 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 $95.8M AUM 15.42% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
CCAM
Cascades Capital Asset Management Greensboro, North Carolina $239M AUM 18.43% 1-Year Est. Return

MAI Capital Management's PPI Position: Q4 2025 in Review

MAI Capital Management sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q4 2025, closing a stake of 119 shares — an estimated $2.18K sold.

MAI Capital Management first reported a position in PPI in Q4 2024 and held it in 4 quarters. The position peaked at $2.18K in Q3 2025. 44 funds tracked by Wall St. Rank hold PPI as of Q4 2025.

  • MAI Capital Management reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q4 2025 after selling out during the quarter.
  • MAI Capital Management sold 119 AXS Astoria Inflation Sensitive ETF shares in Q4 2025, an estimated $2.18K.
  • MAI Capital Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q4 2024 and held it in 4 quarters.
  • MAI Capital Management's AXS Astoria Inflation Sensitive ETF position peaked at $2.18K in Q3 2025.
  • 44 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q4 2025.

Based on MAI Capital Management's 13F filing for Q4 2025, filed 13 Feb 2026.