Sowell Financial Services’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Sowell Financial Services’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 Q4	–	Sell	-33,086	Closed	-$513K	–	579
2024 Q3	$513K	Sell	33,086 -2,841	-8%	-$42.8K	0.02%	436
2024 Q2	$535K	Buy	35,927 +115	+0.3%	+$1.78K	0.03%	427
2024 Q1	$570K	Buy	35,812 +18	+0.1%	+$258	0.03%	435
2023 Q4	$490K	Buy	35,794 +540	+2%	+$7K	0.03%	432
2023 Q3	$452K	Sell	35,254 -734	-2%	-$9.6K	0.03%	414
2023 Q2	$459K	Buy	+35,988	New	+$448K	0.03%	469
2023 Q1	–	Sell	-39,990	Closed	-$507K	–	818
2022 Q4	$507K	Buy	+39,990	New	+$505K	0.03%	424

Other funds holding PPI

Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $399M AUM 13.95% 1-Year Est. Return

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $197M AUM 11.28% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Armis Advisers Atlanta, Georgia $1.2B AUM 15.74% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $323M AUM 17.08% 1-Year Est. Return

BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return

Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return

PWM

Puff Wealth Management Haddonfield, New Jersey $106M AUM

Onyx Bridge Wealth Group Tarrytown, New York $1.14B AUM 18.43% 1-Year Est. Return

Sowell Financial Services's PPI Position: Q4 2024 in Review

Sowell Financial Services sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q4 2024, closing a stake of 33,086 shares — an estimated $513K sold.

Sowell Financial Services first reported a position in PPI in Q4 2022 and held it in 7 quarters. The position peaked at $570K in Q1 2024. 44 funds tracked by Wall St. Rank hold PPI as of Q4 2024.

Sowell Financial Services reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q4 2024 after selling out during the quarter.
Sowell Financial Services sold 33,086 AXS Astoria Inflation Sensitive ETF shares in Q4 2024, an estimated $513K.
Sowell Financial Services first reported a position in AXS Astoria Inflation Sensitive ETF in Q4 2022 and held it in 7 quarters.
Sowell Financial Services's AXS Astoria Inflation Sensitive ETF position peaked at $570K in Q1 2024.
44 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q4 2024.

Based on Sowell Financial Services's 13F filing for Q4 2024, filed 7 Feb 2025.