Strait & Sound Wealth Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Strait & Sound Wealth Management’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	$606K	Sell	29,126 -674	-2%	-$13.9K	0.23%	85
2025 Q4	$555K	Buy	29,800 +1,601	+6%	+$29.8K	0.21%	88
2025 Q3	$517K	Buy	28,199 +3,001	+12%	+$51.6K	0.2%	89
2025 Q2	$412K	Sell	25,198 -1,989	-7%	-$29.9K	0.17%	97
2025 Q1	$394K	Sell	27,187 -724	-3%	-$10.8K	0.18%	94
2024 Q4	$404K	Sell	27,911 -2,455	-8%	-$37.7K	0.19%	92
2024 Q3	$471K	Buy	30,366 +4	+0%	+$60	0.23%	81
2024 Q2	$452K	Buy	+30,362	New	+$470K	0.23%	72

Other funds holding PPI

Astoria Portfolio Advisors New York $470M AUM 21.04% 1-Year Est. Return

Hobbs Group Advisors Columbia, South Carolina $334M AUM 18.64% 1-Year Est. Return

First National Advisers Omaha, Nebraska $683M AUM 22.87% 1-Year Est. Return

Janney Montgomery Scott

Janney Montgomery Scott Philadelphia, Pennsylvania $40.4B AUM 21.2% 1-Year Est. Return

Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return

Oregon Pacific Wealth Management Medford, Oregon $95.8M AUM 15.42% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return

Cascades Capital Asset Management Greensboro, North Carolina $239M AUM 18.43% 1-Year Est. Return