MA
PPI

Mutual Advisors’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Mutual Advisors’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
2022
Q3 		– Sell
-17,398
Closed -$202K – 925
2022
Q2 		$202K Sell
17,398
-8,948
-34% -$122K 0.01% 792
2022
Q1 		$376K Buy
+26,346
New +$352K 0.02% 654

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
HIC
Hartline Investment Corp Winnetka, Illinois $909M AUM 45.7% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
BCM
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
RA
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Mutual Advisors's PPI Position: Q3 2022 in Review

Mutual Advisors sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q3 2022, closing a stake of 17,398 shares — an estimated $202K sold.

Mutual Advisors first reported a position in PPI in Q1 2022 and held it in 2 quarters. The position peaked at $376K in Q1 2022. 22 funds tracked by Wall St. Rank hold PPI as of Q3 2022.

  • Mutual Advisors reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q3 2022 after selling out during the quarter.
  • Mutual Advisors sold 17,398 AXS Astoria Inflation Sensitive ETF shares in Q3 2022, an estimated $202K.
  • Mutual Advisors first reported a position in AXS Astoria Inflation Sensitive ETF in Q1 2022 and held it in 2 quarters.
  • Mutual Advisors's AXS Astoria Inflation Sensitive ETF position peaked at $376K in Q1 2022.
  • 22 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q3 2022.

Based on Mutual Advisors's 13F filing for Q3 2022, filed 3 Nov 2022.