Vermillion & White Wealth Management Group’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Vermillion & White 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	$4.09M	Buy	196,472 +8,100	+4%	+$167K	2.35%	12
2025 Q4	$3.55M	Buy	188,372 +7,590	+4%	+$141K	1.93%	11
2025 Q3	$3.31M	Buy	180,782 +8,831	+5%	+$152K	1.89%	11
2025 Q2	$2.81M	Buy	171,951 +11,526	+7%	+$173K	1.83%	13
2025 Q1	$2.32M	Sell	160,425 -44,739	-22%	-$668K	1.68%	12
2024 Q4	$2.97M	Sell	205,164 -56,648	-22%	-$870K	2.19%	12
2024 Q3	$4.06M	Sell	261,812 -82,938	-24%	-$1.25M	3%	9
2024 Q2	$5.14M	Buy	+344,750	New	+$5.33M	3.87%	6

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

OPWM

Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return

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

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

SWM

Silverlake Wealth Management Williston, Vermont $479M AUM 17.75% 1-Year Est. Return

Vermillion & White Wealth Management Group's PPI Position: Q1 2026 in Review

Vermillion & White Wealth Management Group increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 4.3% in Q1 2026, buying an estimated $167K and bringing the position to 196,472 shares worth $4.09M. The position accounts for 2.35% of the portfolio, ranked #12.

Vermillion & White Wealth Management Group first reported a position in PPI in Q2 2024 and has held it in 8 quarters since. The position peaked at $5.14M in Q2 2024. 46 funds tracked by Wall St. Rank hold PPI as of Q1 2026.

Vermillion & White Wealth Management Group held 196,472 shares of AXS Astoria Inflation Sensitive ETF worth $4.09M as of Q1 2026.
Vermillion & White Wealth Management Group bought 8,100 AXS Astoria Inflation Sensitive ETF shares in Q1 2026, an estimated $167K.
AXS Astoria Inflation Sensitive ETF made up 2.35% of Vermillion & White Wealth Management Group's portfolio in Q1 2026, its #12 holding.
Vermillion & White Wealth Management Group first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2024 and has held it in 8 quarters since.
Vermillion & White Wealth Management Group's AXS Astoria Inflation Sensitive ETF position peaked at $5.14M in Q2 2024.
46 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q1 2026.

Based on Vermillion & White Wealth Management Group's 13F filing for Q1 2026, filed 14 May 2026.