OPWM
PPI

Oregon Pacific Wealth Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Oregon Pacific 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
2026
Q2 		$3.57M Sell
167,823
-4,478
-3% -$96.9K 3.35% 8
2026
Q1 		$3.58M Buy
172,301
+22,248
+15% +$458K 3.74% 8
2025
Q4 		$2.79M Sell
150,053
-2,408
-2% -$44.8K 2.89% 8
2025
Q3 		$2.79M Buy
+152,461
New +$2.62M 2.41% 10

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
CCAM
Cascades Capital Asset Management Greensboro, North Carolina $270M AUM 25.7% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Oregon Pacific Wealth Management's PPI Position: Q2 2026 in Review

Oregon Pacific Wealth Management reduced its AXS Astoria Inflation Sensitive ETF (PPI) stake by 2.6% in Q2 2026, selling an estimated $96.9K and leaving 167,823 shares worth $3.57M. The position accounts for 3.35% of the portfolio, ranked #8.

Oregon Pacific Wealth Management first reported a position in PPI in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.58M in Q1 2026. 56 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

  • Oregon Pacific Wealth Management held 167,823 shares of AXS Astoria Inflation Sensitive ETF worth $3.57M as of Q2 2026.
  • Oregon Pacific Wealth Management sold 4,478 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $96.9K.
  • AXS Astoria Inflation Sensitive ETF made up 3.35% of Oregon Pacific Wealth Management's portfolio in Q2 2026, its #8 holding.
  • Oregon Pacific Wealth Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q3 2025 and has held it in 4 quarters since.
  • Oregon Pacific Wealth Management's AXS Astoria Inflation Sensitive ETF position peaked at $3.58M in Q1 2026.
  • 56 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.