SFS
PPI

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% -$9.58K 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

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
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 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.