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 Q3	$3.6M	Buy	179,865 +23,078	+15%	+$487K	3.39%	4
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	0.63%	42
2025 Q1	$713K	Buy	49,195 +1,249	+3%	+$18.7K	0.67%	43
2024 Q4	$695K	Buy	+47,946	New	+$736K	1.21%	27

Other funds holding PPI

4Wealth Advisors Burr Ridge, Illinois $145M AUM 10.03% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Downshift Financial Boulder, Colorado $232M AUM 12.86% 1-Year Est. Return

Puff Wealth Management's PPI Position: Q3 2026 in Review

Puff Wealth Management increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 15% in Q3 2026, buying an estimated $487K and bringing the position to 179,865 shares worth $3.6M. The position accounts for 3.39% of the portfolio, ranked #4.

Puff Wealth Management first reported a position in PPI in Q4 2024 and has held it in 7 quarters since. 5 funds tracked by Wall St. Rank hold PPI as of Q3 2026.

Puff Wealth Management held 179,865 shares of AXS Astoria Inflation Sensitive ETF worth $3.6M as of Q3 2026.
Puff Wealth Management bought 23,078 AXS Astoria Inflation Sensitive ETF shares in Q3 2026, an estimated $487K.
AXS Astoria Inflation Sensitive ETF made up 3.39% of Puff Wealth Management's portfolio in Q3 2026, its #4 holding.
Puff Wealth Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q4 2024 and has held it in 7 quarters since.
5 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q3 2026.

Based on Puff Wealth Management's 13F filing for Q3 2026, filed 7 Oct 2026.