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Advisor Resource Council’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Advisor Resource Council’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
2022
Q3 		– Sell
-9,800
Closed -$243K – 412
2022
Q2 		$243K Buy
+9,800
New +$267K 0.02% 419

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Advisor Resource Council's RAAX Position: Q3 2022 in Review

Advisor Resource Council sold out of VanEck Inflation Allocation ETF (RAAX) in Q3 2022, closing a stake of 9,800 shares — an estimated $243K sold.

Advisor Resource Council first reported a position in RAAX in Q2 2022 and held it in 1 quarter. The position peaked at $243K in Q2 2022. 43 funds tracked by Wall St. Rank hold RAAX as of Q3 2022.

  • Advisor Resource Council reported no remaining VanEck Inflation Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Advisor Resource Council sold 9,800 VanEck Inflation Allocation ETF shares in Q3 2022, an estimated $243K.
  • Advisor Resource Council first reported a position in VanEck Inflation Allocation ETF in Q2 2022 and held it in 1 quarter.
  • Advisor Resource Council's VanEck Inflation Allocation ETF position peaked at $243K in Q2 2022.
  • 43 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2022.

Based on Advisor Resource Council's 13F filing for Q3 2022, filed 26 Oct 2022.