NBC Securities
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NBC Securities’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

NBC Securities’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 		$32K Buy
1,600
+125
+8% +$2.64K ﹤0.01% 1485
2026
Q2 		$31.4K Buy
+1,475
New +$31.9K ﹤0.01% 1474

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
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
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
Woodward Diversified Capital
Woodward Diversified Capital Bakersfield, California $254M AUM 31.53% 1-Year Est. Return
Sard Wealth Management Group
Sard Wealth Management Group Atlanta, Georgia $250M AUM 11.07% 1-Year Est. Return

NBC Securities's PPI Position: Q3 2026 in Review

NBC Securities increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 8.5% in Q3 2026, buying an estimated $2.64K and bringing the position to 1,600 shares worth $32K. The position accounts for ﹤0.01% of the portfolio, ranked #1485.

NBC Securities first reported a position in PPI in Q2 2026 and has held it in 2 quarters since. 16 funds tracked by Wall St. Rank hold PPI as of Q3 2026.

  • NBC Securities held 1,600 shares of AXS Astoria Inflation Sensitive ETF worth $32K as of Q3 2026.
  • NBC Securities bought 125 AXS Astoria Inflation Sensitive ETF shares in Q3 2026, an estimated $2.64K.
  • AXS Astoria Inflation Sensitive ETF made up ﹤0.01% of NBC Securities's portfolio in Q3 2026, its #1485 holding.
  • NBC Securities first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2026 and has held it in 2 quarters since.
  • 16 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q3 2026.

Based on NBC Securities's 13F filing for Q3 2026, filed 26 Oct 2026.