PWM
PPI

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

Puff 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 		$3.34M Buy
+156,787
New +$3.39M 3.4% 6
2025
Q4 		$1.99M Buy
104,549
+37,395
+56% +$696K 2.57% 12
2025
Q3 		$1.23M Buy
67,154
+14,547
+28% +$250K 1.87% 15
2025
Q2 		$860K Buy
52,607
+3,412
+7% +$51.3K 1.4% 42
2025
Q1 		$713K Buy
49,195
+1,249
+3% +$18.7K 1.26% 43
2024
Q4 		$695K Buy
+47,946
New +$736K 1.21% 27

Other funds holding PPI

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.08B AUM 22.88% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return