OPOWM
PPI

One Plus One Wealth Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

One Plus One Wealth 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
2024
Q1 		– Sell
-20,836
Closed -$285K – 105
2023
Q4 		$285K Buy
+20,836
New +$270K 0.17% 75

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $576M AUM 16.04% 1-Year Est. Return
RFG
REAP Financial Group Austin, Texas $507M AUM 18.73% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return

One Plus One Wealth Management's PPI Position: Q1 2024 in Review

One Plus One Wealth Management sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q1 2024, closing a stake of 20,836 shares — an estimated $285K sold.

One Plus One Wealth Management first reported a position in PPI in Q4 2023 and held it in 1 quarter. The position peaked at $285K in Q4 2023. 23 funds tracked by Wall St. Rank hold PPI as of Q1 2024.

  • One Plus One Wealth Management reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q1 2024 after selling out during the quarter.
  • One Plus One Wealth Management sold 20,836 AXS Astoria Inflation Sensitive ETF shares in Q1 2024, an estimated $285K.
  • One Plus One Wealth Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q4 2023 and held it in 1 quarter.
  • One Plus One Wealth Management's AXS Astoria Inflation Sensitive ETF position peaked at $285K in Q4 2023.
  • 23 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2024.

Based on One Plus One Wealth Management's 13F filing for Q1 2024, filed 10 Apr 2024.