MEG
PPI

Millstone Evans Group’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Millstone Evans Group’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 		$155K Hold
7,435
– – 0.09% 174
2025
Q4 		$138K Hold
7,435
– – 0.08% 188
2025
Q3 		$136K Sell
7,435
-586
-7% -$10.1K 0.09% 172
2025
Q2 		$131K Hold
8,021
– – 0.09% 167
2025
Q1 		$116K Hold
8,021
– – 0.08% 176
2024
Q4 		$116K Buy
+8,021
New +$123K 0.08% 171

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
FNA
First National Advisers Omaha, Nebraska $683M AUM 22.87% 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
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

Millstone Evans Group's PPI Position: Q1 2026 in Review

Millstone Evans Group held its AXS Astoria Inflation Sensitive ETF (PPI) position steady in Q1 2026 at 7,435 shares worth $155K. The position accounts for 0.09% of the portfolio, ranked #174.

Millstone Evans Group first reported a position in PPI in Q4 2024 and has held it in 6 quarters since. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • Millstone Evans Group held 7,435 shares of AXS Astoria Inflation Sensitive ETF worth $155K as of Q1 2026.
  • Millstone Evans Group left its AXS Astoria Inflation Sensitive ETF share count unchanged in Q1 2026.
  • AXS Astoria Inflation Sensitive ETF made up 0.09% of Millstone Evans Group's portfolio in Q1 2026, its #174 holding.
  • Millstone Evans Group first reported a position in AXS Astoria Inflation Sensitive ETF in Q4 2024 and has held it in 6 quarters since.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on Millstone Evans Group's 13F filing for Q1 2026, filed 30 Apr 2026.