OPS
PPI

Orion Portfolio Solutions’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		$512K Buy
35,311
+5,850
+20% +$87.4K 0.01% 1414
2024
Q4 		$427K Buy
29,461
+3,795
+15% +$58.3K ﹤0.01% 1407
2024
Q3 		$398K Buy
25,666
+3,462
+16% +$52.1K ﹤0.01% 1415
2024
Q2 		$331K Buy
+22,204
New +$344K ﹤0.01% 1428

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 $334M AUM 18.64% 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
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
GS
GWN Securities Palm Beach Gardens, Florida $598M AUM 32.4% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Orion Portfolio Solutions's PPI Position: Q1 2025 in Review

Orion Portfolio Solutions increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 20% in Q1 2025, buying an estimated $87.4K and bringing the position to 35,311 shares worth $512K. The position accounts for 0.01% of the portfolio, ranked #1414.

Orion Portfolio Solutions first reported a position in PPI in Q2 2024 and has held it in 4 quarters since. 44 funds tracked by Wall St. Rank hold PPI as of Q1 2025.

  • Orion Portfolio Solutions held 35,311 shares of AXS Astoria Inflation Sensitive ETF worth $512K as of Q1 2025.
  • Orion Portfolio Solutions bought 5,850 AXS Astoria Inflation Sensitive ETF shares in Q1 2025, an estimated $87.4K.
  • AXS Astoria Inflation Sensitive ETF made up 0.01% of Orion Portfolio Solutions's portfolio in Q1 2025, its #1414 holding.
  • Orion Portfolio Solutions first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2024 and has held it in 4 quarters since.
  • 44 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.