Wealth Enhancement Advisory Services
PPI

Wealth Enhancement Advisory Services’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Wealth Enhancement Advisory 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
2026
Q2 		$821K Buy
39,141
+22,857
+140% +$495K ﹤0.01% 2232
2026
Q1 		$341K Buy
+16,284
New +$335K ﹤0.01% 2651
2024
Q3 		– Sell
-25,432
Closed -$379K – 2895
2024
Q2 		$379K Buy
+25,432
New +$394K ﹤0.01% 1821

Other funds holding PPI

FNA
First National Advisers Omaha, Nebraska $712M AUM 30.64% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
4A
4Wealth Advisors Burr Ridge, Illinois $130M AUM 17.65% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
SIS
Sound Income Strategies Ft Lauderdale, Florida $2.23B AUM 11.22% 1-Year Est. Return
BPW
BlueDoor Private Wealth Beverly, Massachusetts $238M AUM
WA
Waddell & Associates Memphis, Tennessee $2.02B AUM 36.49% 1-Year Est. Return
AA
Armis Advisers Atlanta, Georgia $1.09B AUM 22.88% 1-Year Est. Return

Wealth Enhancement Advisory Services's PPI Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its AXS Astoria Inflation Sensitive ETF (PPI) stake by 140% in Q2 2026, buying an estimated $495K and bringing the position to 39,141 shares worth $821K. The position accounts for ﹤0.01% of the portfolio, ranked #2232.

Wealth Enhancement Advisory Services first reported a position in PPI in Q2 2024 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

  • Wealth Enhancement Advisory Services held 39,141 shares of AXS Astoria Inflation Sensitive ETF worth $821K as of Q2 2026.
  • Wealth Enhancement Advisory Services bought 22,857 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $495K.
  • AXS Astoria Inflation Sensitive ETF made up ﹤0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #2232 holding.
  • Wealth Enhancement Advisory Services first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2024 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.