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
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 $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
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
SWM
Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return

Oregon Pacific Wealth Management's PPI Position: Q1 2026 in Review

Oregon Pacific Wealth Management increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 15% in Q1 2026, buying an estimated $458K and bringing the position to 172,301 shares worth $3.58M. The position accounts for 3.74% of the portfolio, ranked #8.

Oregon Pacific Wealth Management first reported a position in PPI in Q3 2025 and has held it in 3 quarters since. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • Oregon Pacific Wealth Management held 172,301 shares of AXS Astoria Inflation Sensitive ETF worth $3.58M as of Q1 2026.
  • Oregon Pacific Wealth Management bought 22,248 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $458K.
  • AXS Astoria Inflation Sensitive ETF made up 3.74% of Oregon Pacific Wealth Management's portfolio in Q1 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 3 quarters since.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on Oregon Pacific Wealth Management's 13F filing for Q1 2026, filed 23 Apr 2026.