OBWG
PPI

Onyx Bridge Wealth Group’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Onyx Bridge Wealth 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 		$1.33M Buy
64,142
+2,736
+4% +$56.3K 0.14% 126
2025
Q4 		$1.14M Buy
61,406
+4,977
+9% +$92.7K 0.12% 133
2025
Q3 		$1.03M Buy
56,429
+7,666
+16% +$132K 0.11% 138
2025
Q2 		$797K Buy
48,763
+85
+0.2% +$1.28K 0.11% 135
2025
Q1 		$705K Buy
48,678
+1,174
+2% +$17.5K 0.1% 130
2024
Q4 		$688K Sell
47,504
-1,256
-3% -$19.3K 0.1% 131
2024
Q3 		$756K Buy
48,760
+5,966
+14% +$89.8K 0.11% 125
2024
Q2 		$638K Buy
42,794
+4,340
+11% +$67.2K 0.1% 131
2024
Q1 		$600K Buy
38,454
+4,346
+13% +$62.4K 0.11% 132
2023
Q4 		$467K Buy
34,108
+1,090
+3% +$14.1K 0.09% 136
2023
Q3 		$423K Sell
33,018
-492
-1% -$6.42K 0.1% 144
2023
Q2 		$427K Buy
33,510
+3,448
+11% +$42.9K 0.1% 139
2023
Q1 		$377K Buy
30,062
+3,432
+13% +$45K 0.15% 108
2022
Q4 		$345K Buy
+26,630
New +$336K 0.14% 108

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

Onyx Bridge Wealth Group's PPI Position: Q1 2026 in Review

Onyx Bridge Wealth Group increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 4.5% in Q1 2026, buying an estimated $56.3K and bringing the position to 64,142 shares worth $1.33M. The position accounts for 0.14% of the portfolio, ranked #126.

Onyx Bridge Wealth Group first reported a position in PPI in Q4 2022 and has held it in 14 quarters since. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • Onyx Bridge Wealth Group held 64,142 shares of AXS Astoria Inflation Sensitive ETF worth $1.33M as of Q1 2026.
  • Onyx Bridge Wealth Group bought 2,736 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $56.3K.
  • AXS Astoria Inflation Sensitive ETF made up 0.14% of Onyx Bridge Wealth Group's portfolio in Q1 2026, its #126 holding.
  • Onyx Bridge Wealth Group first reported a position in AXS Astoria Inflation Sensitive ETF in Q4 2022 and has held it in 14 quarters since.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on Onyx Bridge Wealth Group's 13F filing for Q1 2026, filed 22 Apr 2026.