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 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

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $380M AUM 22.78% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $198M AUM 18.6% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
CCAM
Cascades Capital Asset Management Greensboro, North Carolina $270M AUM 25.7% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return

Puff Wealth Management's PPI Position: Q2 2026 in Review

Puff Wealth Management opened a new position in AXS Astoria Inflation Sensitive ETF (PPI) in Q2 2026: 156,787 shares worth $3.34M. The stake represents 3.4% of the portfolio and ranks #6 among its holdings. This is a return to the name: Puff Wealth Management previously reported a position in PPI as recently as Q4 2025.

Puff Wealth Management first reported a position in PPI in Q4 2024 and has held it in 6 quarters since. 56 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

  • Puff Wealth Management held 156,787 shares of AXS Astoria Inflation Sensitive ETF worth $3.34M as of Q2 2026.
  • AXS Astoria Inflation Sensitive ETF was a new Puff Wealth Management position in Q2 2026.
  • AXS Astoria Inflation Sensitive ETF made up 3.4% of Puff Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Puff Wealth Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q4 2024 and has held it in 6 quarters since.
  • 56 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Puff Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.