WCM
PPI

WealthTrak Capital Management’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

WealthTrak Capital 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
2025
Q3 		– Sell
-1,046
Closed -$17.1K – 699
2025
Q2 		$17.1K Buy
+1,046
New +$15.7K 0.01% 154

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
VWWMG
Vermillion & White Wealth Management Group Phoenixville, Pennsylvania $174M AUM 15.31% 1-Year Est. Return
OPWM
Oregon Pacific Wealth Management Medford, Oregon $107M AUM 18.4% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $218M AUM 19.44% 1-Year Est. Return
PWM
Puff Wealth Management Haddonfield, New Jersey $98.1M AUM
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
OBWG
Onyx Bridge Wealth Group Tarrytown, New York $1.11B AUM 24.65% 1-Year Est. Return
FSA
Financial Services Advisory Rockville, Maryland $210M AUM 19.93% 1-Year Est. Return

WealthTrak Capital Management's PPI Position: Q3 2025 in Review

WealthTrak Capital Management sold out of AXS Astoria Inflation Sensitive ETF (PPI) in Q3 2025, closing a stake of 1,046 shares — an estimated $17.1K sold.

WealthTrak Capital Management first reported a position in PPI in Q2 2025 and held it in 1 quarter. The position peaked at $17.1K in Q2 2025. 40 funds tracked by Wall St. Rank hold PPI as of Q3 2025.

  • WealthTrak Capital Management reported no remaining AXS Astoria Inflation Sensitive ETF position as of Q3 2025 after selling out during the quarter.
  • WealthTrak Capital Management sold 1,046 AXS Astoria Inflation Sensitive ETF shares in Q3 2025, an estimated $17.1K.
  • WealthTrak Capital Management first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2025 and held it in 1 quarter.
  • WealthTrak Capital Management's AXS Astoria Inflation Sensitive ETF position peaked at $17.1K in Q2 2025.
  • 40 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q3 2025.

Based on WealthTrak Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.