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Raleigh Capital Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Raleigh Capital 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
2022
Q4 		– Sell
-362
Closed -$4K – 871
2022
Q3 		$4K Buy
362
+20
+6% +$244 ﹤0.01% 547
2022
Q2 		$4K Buy
+342
New +$4.65K ﹤0.01% 481

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
EIP
Ellis Investment Partners Berwyn, Pennsylvania $660M AUM 26.32% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
RFG Advisory
RFG Advisory Birmingham, Alabama $6.4B AUM 19.93% 1-Year Est. Return
Brookstone Capital Management
Brookstone Capital Management Wheaton, Illinois $9.99B AUM 23.61% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return
KIA
KLR Investment Advisors Providence, Rhode Island $138M AUM 25.88% 1-Year Est. Return

Raleigh Capital Management's PPI Position: Q4 2022 in Review

Raleigh Capital Management sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q4 2022, closing a stake of 362 shares — an estimated $4K sold.

Raleigh Capital Management first reported a position in PPI in Q2 2022 and held it in 2 quarters. The position peaked at $4K in Q3 2022. 24 funds tracked by Wall St. Rank hold PPI as of Q4 2022.

  • Raleigh Capital Management reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q4 2022 after selling out during the quarter.
  • Raleigh Capital Management sold 362 AXS Astoria Inflation Sensitive ETF shares in Q4 2022, an estimated $4K.
  • Raleigh Capital Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2022 and held it in 2 quarters.
  • Raleigh Capital Management's AXS Astoria Inflation Sensitive ETF position peaked at $4K in Q3 2022.
  • 24 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q4 2022.

Based on Raleigh Capital Management's 13F filing for Q4 2022, filed 7 Feb 2023.