RJFSA
PPI

Raymond James Financial Services Advisors’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Raymond James Financial Services Advisors’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
2024
Q3 		$495K Sell
31,893
-616
-2% -$9.27K ﹤0.01% 2627
2024
Q2 		$484K Buy
+32,509
New +$503K ﹤0.01% 2562

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

Raymond James Financial Services Advisors's PPI Position: Q3 2024 in Review

Raymond James Financial Services Advisors reduced its AXS Astoria Inflation Sensitive ETF (PPI) stake by 1.9% in Q3 2024, selling an estimated $9.27K and leaving 31,893 shares worth $495K. The position accounts for ﹤0.01% of the portfolio, ranked #2627.

Raymond James Financial Services Advisors first reported a position in PPI in Q2 2024 and has held it in 2 quarters since. 36 funds tracked by Wall St. Rank hold PPI as of Q3 2024.

  • Raymond James Financial Services Advisors held 31,893 shares of AXS Astoria Inflation Sensitive ETF worth $495K as of Q3 2024.
  • Raymond James Financial Services Advisors sold 616 AXS Astoria Inflation Sensitive ETF shares in Q3 2024, an estimated $9.27K.
  • AXS Astoria Inflation Sensitive ETF made up ﹤0.01% of Raymond James Financial Services Advisors's portfolio in Q3 2024, its #2627 holding.
  • Raymond James Financial Services Advisors first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2024 and has held it in 2 quarters since.
  • 36 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q3 2024.

Based on Raymond James Financial Services Advisors's 13F filing for Q3 2024, filed 18 Oct 2024.