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

AE 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	$667	Sell	17 -80	-82%	-$3.3K	﹤0.01%	2608
2026 Q1	$3.94K	Buy	97 +80	+471%	+$3.15K	﹤0.01%	2410
2025 Q4	$587	Hold	17	–	–	﹤0.01%	2406
2025 Q3	$579	Hold	17	–	–	﹤0.01%	2234
2025 Q2	$522	Buy	+17	New	+$516	﹤0.01%	2105

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

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

AE Wealth Management reduced its VanEck Inflation Allocation ETF (RAAX) stake by 82% in Q2 2026, selling an estimated $3.3K and leaving 17 shares worth $667. The position accounts for ﹤0.01% of the portfolio, ranked #2608.

AE Wealth Management first reported a position in RAAX in Q2 2025 and has held it in 5 quarters since. The position peaked at $3.94K in Q1 2026. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

AE Wealth Management held 17 shares of VanEck Inflation Allocation ETF worth $667 as of Q2 2026.
AE Wealth Management sold 80 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $3.3K.
VanEck Inflation Allocation ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #2608 holding.
AE Wealth Management first reported a position in VanEck Inflation Allocation ETF in Q2 2025 and has held it in 5 quarters since.
AE Wealth Management's VanEck Inflation Allocation ETF position peaked at $3.94K in Q1 2026.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.