Private Advisor Group
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Private Advisor Group’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Private Advisor 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
2025
Q2 		– Sell
-38,971
Closed -$565K – 2555
2025
Q1 		$565K Buy
38,971
+2,020
+5% +$30.2K ﹤0.01% 1541
2024
Q4 		$535K Buy
36,951
+255
+0.7% +$3.92K ﹤0.01% 1533
2024
Q3 		$569K Sell
36,696
-4,819
-12% -$72.5K ﹤0.01% 1548
2024
Q2 		$619K Buy
41,515
+385
+0.9% +$5.96K ﹤0.01% 1456
2024
Q1 		$655K Sell
41,130
-38,762
-49% -$556K ﹤0.01% 1369
2023
Q4 		$1.09M Buy
79,892
+10,588
+15% +$137K 0.01% 1067
2023
Q3 		$888K Buy
69,304
+9,278
+15% +$121K 0.01% 1101
2023
Q2 		$785K Buy
60,026
+10,738
+22% +$134K 0.01% 1165
2023
Q1 		$617K Buy
+49,288
New +$647K 0.01% 1235

Other funds holding PPI

Astoria Portfolio Advisors
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
Hobbs Group Advisors
Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return
Vermillion & White Wealth Management Group
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $197M AUM 11.28% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return
Armis Advisers
Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return
BlackDiamond Wealth Management
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $106M AUM
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Flow Traders U.S.
Flow Traders U.S. New York $2.43B AUM 44.44% 1-Year Est. Return

Private Advisor Group's PPI Position: Q2 2025 in Review

Private Advisor Group sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q2 2025, closing a stake of 38,971 shares — an estimated $565K sold.

Private Advisor Group first reported a position in PPI in Q1 2023 and held it in 9 quarters. The position peaked at $1.09M in Q4 2023. 38 funds tracked by Wall St. Rank hold PPI as of Q2 2025.

  • Private Advisor Group reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q2 2025 after selling out during the quarter.
  • Private Advisor Group sold 38,971 AXS Astoria Inflation Sensitive ETF shares in Q2 2025, an estimated $565K.
  • Private Advisor Group first reported a position in AXS Astoria Inflation Sensitive ETF in Q1 2023 and held it in 9 quarters.
  • Private Advisor Group's AXS Astoria Inflation Sensitive ETF position peaked at $1.09M in Q4 2023.
  • 38 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2025.

Based on Private Advisor Group's 13F filing for Q2 2025, filed 11 Aug 2025.