Sard Wealth Management Group’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
$326K Sell
2025
Q2
$300K Buy
2025
Q1
$265K Buy
2024
Q4
$264K Buy
2024
Q3
$282K Sell
2024
Q2
$442K Buy