TFF
PPI

The Family Firm’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

The Family Firm’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
Q3 		– Sell
-22,567
Closed -$336K – 674
2024
Q2 		$336K Buy
+22,567
New +$349K 0.08% 148

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 $334M AUM 18.64% 1-Year Est. Return
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
BWP
Baldwin Wealth Partners Marion, Massachusetts $1.53B AUM 28.5% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return

The Family Firm's PPI Position: Q3 2024 in Review

The Family Firm sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q3 2024, closing a stake of 22,567 shares — an estimated $336K sold.

The Family Firm first reported a position in PPI in Q2 2024 and held it in 1 quarter. The position peaked at $336K in Q2 2024. 36 funds tracked by Wall St. Rank hold PPI as of Q3 2024.

  • The Family Firm reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q3 2024 after selling out during the quarter.
  • The Family Firm sold 22,567 AXS Astoria Inflation Sensitive ETF shares in Q3 2024, an estimated $336K.
  • The Family Firm first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2024 and held it in 1 quarter.
  • The Family Firm's AXS Astoria Inflation Sensitive ETF position peaked at $336K in Q2 2024.
  • 36 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q3 2024.

Based on The Family Firm's 13F filing for Q3 2024, filed 17 Oct 2024.