WA
PPI

Waddell & Associates’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Waddell & Associates’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
Q2 		$641K Hold
30,098
– – 0.03% 212
2026
Q1 		$626K Hold
30,098
– – 0.04% 183
2025
Q4 		$561K Hold
30,098
– – 0.04% 154
2025
Q3 		$552K Hold
30,098
– – 0.05% 130
2025
Q2 		$492K Hold
30,098
– – 0.05% 110
2025
Q1 		$436K Hold
30,098
– – 0.05% 96
2024
Q4 		$436K Hold
30,098
– – 0.04% 90
2024
Q3 		$467K Hold
30,098
– – 0.06% 82
2024
Q2 		$448K Buy
+30,098
New +$466K 0.06% 80

Other funds holding PPI

PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return
CAM
Clark Asset Management Stratham, New Hampshire $1.27B AUM 17.17% 1-Year Est. Return

Waddell & Associates's PPI Position: Q2 2026 in Review

Waddell & Associates held its AXS Astoria Inflation Sensitive ETF (PPI) position steady in Q2 2026 at 30,098 shares worth $641K. The position accounts for 0.03% of the portfolio, ranked #212.

Waddell & Associates first reported a position in PPI in Q2 2024 and has held it in 9 quarters since. 8 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

  • Waddell & Associates held 30,098 shares of AXS Astoria Inflation Sensitive ETF worth $641K as of Q2 2026.
  • Waddell & Associates left its AXS Astoria Inflation Sensitive ETF share count unchanged in Q2 2026.
  • AXS Astoria Inflation Sensitive ETF made up 0.03% of Waddell & Associates's portfolio in Q2 2026, its #212 holding.
  • Waddell & Associates first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2024 and has held it in 9 quarters since.
  • 8 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Waddell & Associates's 13F filing for Q2 2026, filed 15 Jul 2026.