Accurate Wealth Management’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Accurate Wealth Management’s Portfolio RAAX Stock Details RAAX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$3.24M	Buy	82,201 +24,172	+42%	+$997K	0.31%	68
2026 Q1	$2.39M	Buy	58,029 +14,634	+34%	+$577K	0.29%	80
2025 Q4	$1.57M	Buy	43,395 +6,742	+18%	+$236K	0.2%	123
2025 Q3	$1.28M	Buy	36,653 +7,740	+27%	+$252K	0.17%	136
2025 Q2	$921K	Buy	28,913 +15,077	+109%	+$457K	0.14%	161
2025 Q1	$401K	Buy	+13,836	New	+$409K	0.08%	233

Other funds holding RAAX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Accurate Wealth Management's RAAX Position: Q2 2026 in Review

Accurate Wealth Management increased its VanEck Inflation Allocation ETF (RAAX) stake by 42% in Q2 2026, buying an estimated $997K and bringing the position to 82,201 shares worth $3.24M. The position accounts for 0.31% of the portfolio, ranked #68.

Accurate Wealth Management first reported a position in RAAX in Q1 2025 and has held it in 6 quarters since. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Accurate Wealth Management held 82,201 shares of VanEck Inflation Allocation ETF worth $3.24M as of Q2 2026.
Accurate Wealth Management bought 24,172 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $997K.
VanEck Inflation Allocation ETF made up 0.31% of Accurate Wealth Management's portfolio in Q2 2026, its #68 holding.
Accurate Wealth Management first reported a position in VanEck Inflation Allocation ETF in Q1 2025 and has held it in 6 quarters since.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.