SWMG
PPI

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
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 $470M AUM 21.04% 1-Year Est. Return
HGA
Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return
FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
Janney Montgomery Scott
Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
CCAM
Cascades Capital Asset Management Greensboro, North Carolina $239M AUM 18.43% 1-Year Est. Return

Sard Wealth Management Group's PPI Position: Q1 2026 in Review

Sard Wealth Management Group increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 0.29% in Q1 2026, buying an estimated $1.07K and bringing the position to 17,907 shares worth $372K. The position accounts for 0.2% of the portfolio, ranked #40.

Sard Wealth Management Group first reported a position in PPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $442K in Q2 2024. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

  • Sard Wealth Management Group held 17,907 shares of AXS Astoria Inflation Sensitive ETF worth $372K as of Q1 2026.
  • Sard Wealth Management Group bought 52 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $1.07K.
  • AXS Astoria Inflation Sensitive ETF made up 0.2% of Sard Wealth Management Group's portfolio in Q1 2026, its #40 holding.
  • Sard Wealth Management Group first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2024 and has held it in 8 quarters since.
  • Sard Wealth Management Group's AXS Astoria Inflation Sensitive ETF position peaked at $442K in Q2 2024.
  • 46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on Sard Wealth Management Group's 13F filing for Q1 2026, filed 10 Apr 2026.