RFP
PPI

Root Financial Partners’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Root Financial Partners’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 		– Sell
-709
Closed -$14.7K – 2450
2026
Q1 		$14.7K Buy
+709
New +$14.6K ﹤0.01% 1492

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Root Financial Partners's PPI Position: Q2 2026 in Review

Root Financial Partners sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q2 2026, closing a stake of 709 shares — an estimated $14.7K sold.

Root Financial Partners first reported a position in PPI in Q1 2026 and held it in 1 quarter. The position peaked at $14.7K in Q1 2026. 21 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

  • Root Financial Partners reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q2 2026 after selling out during the quarter.
  • Root Financial Partners sold 709 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $14.7K.
  • Root Financial Partners first reported a position in AXS Astoria Inflation Sensitive ETF in Q1 2026 and held it in 1 quarter.
  • Root Financial Partners's AXS Astoria Inflation Sensitive ETF position peaked at $14.7K in Q1 2026.
  • 21 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Root Financial Partners's 13F filing for Q2 2026, filed 29 Jul 2026.