AWG
RAAX icon

Altus Wealth Group’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Altus Wealth Group’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
2024
Q1 		– Sell
-25,744
Closed -$658K – 153
2023
Q4 		$658K Buy
25,744
+710
+3% +$18.1K 0.36% 67
2023
Q3 		$634K Sell
25,034
-786
-3% -$20.3K 0.4% 62
2023
Q2 		$645K Buy
25,820
+646
+3% +$16.2K 0.4% 67
2023
Q1 		$636K Sell
25,174
-60,820
-71% -$1.54M 0.43% 61
2022
Q4 		$2.13M Buy
+85,994
New +$2.13M 1.62% 14

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

Altus Wealth Group's RAAX Position: Q1 2024 in Review

Altus Wealth Group sold out of VanEck Inflation Allocation ETF (RAAX) in Q1 2024, closing a stake of 25,744 shares — an estimated $658K sold.

Altus Wealth Group first reported a position in RAAX in Q4 2022 and held it in 5 quarters. The position peaked at $2.13M in Q4 2022. 36 funds tracked by Wall St. Rank hold RAAX as of Q1 2024.

  • Altus Wealth Group reported no remaining VanEck Inflation Allocation ETF position as of Q1 2024 after selling out during the quarter.
  • Altus Wealth Group sold 25,744 VanEck Inflation Allocation ETF shares in Q1 2024, an estimated $658K.
  • Altus Wealth Group first reported a position in VanEck Inflation Allocation ETF in Q4 2022 and held it in 5 quarters.
  • Altus Wealth Group's VanEck Inflation Allocation ETF position peaked at $2.13M in Q4 2022.
  • 36 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2024.

Based on Altus Wealth Group's 13F filing for Q1 2024, filed 2 May 2024.