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

Sard Wealth Management Group’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	$383K	Buy	18,006 +99	+0.6%	+$2.14K	0.18%	43
2026 Q1	$372K	Buy	17,907 +52	+0.3%	+$1.07K	0.2%	40
2025 Q4	$333K	Buy	17,855 +46	+0.3%	+$857	0.18%	42
2025 Q3	$326K	Sell	17,809 -558	-3%	-$9.59K	0.19%	39
2025 Q2	$300K	Buy	18,367 +64	+0.3%	+$961	0.19%	39
2025 Q1	$265K	Buy	18,303 +49	+0.3%	+$732	0.18%	38
2024 Q4	$264K	Buy	18,254 +64	+0.4%	+$983	0.18%	36
2024 Q3	$282K	Sell	18,190 -11,479	-39%	-$173K	0.19%	35
2024 Q2	$442K	Buy	+29,669	New	+$459K	0.31%	26

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 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 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

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

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

Sard Wealth Management Group's PPI Position: Q2 2026 in Review

Sard Wealth Management Group increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 0.55% in Q2 2026, buying an estimated $2.14K and bringing the position to 18,006 shares worth $383K. The position accounts for 0.18% of the portfolio, ranked #43.

Sard Wealth Management Group first reported a position in PPI in Q2 2024 and has held it in 9 quarters since. The position peaked at $442K in Q2 2024. 55 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

Sard Wealth Management Group held 18,006 shares of AXS Astoria Inflation Sensitive ETF worth $383K as of Q2 2026.
Sard Wealth Management Group bought 99 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $2.14K.
AXS Astoria Inflation Sensitive ETF made up 0.18% of Sard Wealth Management Group's portfolio in Q2 2026, its #43 holding.
Sard Wealth Management Group first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2024 and has held it in 9 quarters since.
Sard Wealth Management Group's AXS Astoria Inflation Sensitive ETF position peaked at $442K in Q2 2024.
55 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Sard Wealth Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.