WDC
PPI

Woodward Diversified Capital’s AXS Astoria Inflation Sensitive ETF PPI Stock Holding History

Woodward Diversified Capital’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 		$402K Sell
18,889
-290
-2% -$6.28K 0.18% 123
2026
Q1 		$419K Buy
+19,179
New +$395K 0.19% 112
2025
Q2 		– Sell
-13,811
Closed -$200K – 178
2025
Q1 		$200K Hold
13,811
– – 0.14% 129
2024
Q4 		$200K Sell
13,811
-1,264
-8% -$19.4K 0.15% 127
2024
Q3 		$234K Sell
15,075
-498
-3% -$7.5K 0.15% 148
2024
Q2 		$232K Buy
+15,573
New +$241K 0.14% 143

Other funds holding PPI

APA
Astoria Portfolio Advisors New York $593M AUM 28.97% 1-Year Est. Return
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
ATPW
Ashton Thomas Private Wealth Scottsdale, Arizona $4.79B AUM 27.94% 1-Year Est. Return
LA
Latitude Advisors Vero Beach, Florida $251M AUM 24.4% 1-Year Est. Return
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Woodward Diversified Capital's PPI Position: Q2 2026 in Review

Woodward Diversified Capital reduced its AXS Astoria Inflation Sensitive ETF (PPI) stake by 1.5% in Q2 2026, selling an estimated $6.28K and leaving 18,889 shares worth $402K. The position accounts for 0.18% of the portfolio, ranked #123.

Woodward Diversified Capital first reported a position in PPI in Q2 2024 and has held it in 6 quarters since. The position peaked at $419K in Q1 2026. 22 funds tracked by Wall St. Rank hold PPI as of Q2 2026.

  • Woodward Diversified Capital held 18,889 shares of AXS Astoria Inflation Sensitive ETF worth $402K as of Q2 2026.
  • Woodward Diversified Capital sold 290 AXS Astoria Inflation Sensitive ETF shares in Q2 2026, an estimated $6.28K.
  • AXS Astoria Inflation Sensitive ETF made up 0.18% of Woodward Diversified Capital's portfolio in Q2 2026, its #123 holding.
  • Woodward Diversified Capital first reported a position in AXS Astoria Inflation Sensitive ETF in Q2 2024 and has held it in 6 quarters since.
  • Woodward Diversified Capital's AXS Astoria Inflation Sensitive ETF position peaked at $419K in Q1 2026.
  • 22 funds tracked by Wall St. Rank held AXS Astoria Inflation Sensitive ETF as of Q2 2026.

Based on Woodward Diversified Capital's 13F filing for Q2 2026, filed 28 Jul 2026.