Ascent Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Ascent Advisors’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	$1.73M	Buy	+44,018	New	+$1.81M	2%	18

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

Ascent Advisors's RAAX Position: Q2 2026 in Review

Ascent Advisors opened a new position in VanEck Inflation Allocation ETF (RAAX) in Q2 2026: 44,018 shares worth $1.73M. The stake represents 2% of the portfolio and ranks #18 among its holdings.

166 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Ascent Advisors held 44,018 shares of VanEck Inflation Allocation ETF worth $1.73M as of Q2 2026.
VanEck Inflation Allocation ETF was a new Ascent Advisors position in Q2 2026.
VanEck Inflation Allocation ETF made up 2% of Ascent Advisors's portfolio in Q2 2026, its #18 holding.
166 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Ascent Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.