AssetMark Inc
RAAX icon

AssetMark Inc’s VanEck Inflation Allocation ETF RAAX Stock Holding History

AssetMark Inc’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 		$22.4M Buy
563,664
+156,909
+39% +$6.47M 0.04% 341
2026
Q1 		$16.6M Buy
406,755
+46,108
+13% +$1.82M 0.03% 371
2025
Q4 		$12.6M Buy
360,647
+359,627
+35,258% +$12.6M 0.03% 437
2025
Q3 		$35.1K Hold
1,020
– – ﹤0.01% 1758
2025
Q2 		$31.7K Buy
+1,020
New +$30.9K ﹤0.01% 1686

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
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
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
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

AssetMark Inc's RAAX Position: Q2 2026 in Review

AssetMark Inc increased its VanEck Inflation Allocation ETF (RAAX) stake by 39% in Q2 2026, buying an estimated $6.47M and bringing the position to 563,664 shares worth $22.4M. The position accounts for 0.04% of the portfolio, ranked #341.

AssetMark Inc first reported a position in RAAX in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • AssetMark Inc held 563,664 shares of VanEck Inflation Allocation ETF worth $22.4M as of Q2 2026.
  • AssetMark Inc bought 156,909 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $6.47M.
  • VanEck Inflation Allocation ETF made up 0.04% of AssetMark Inc's portfolio in Q2 2026, its #341 holding.
  • AssetMark Inc first reported a position in VanEck Inflation Allocation ETF in Q2 2025 and has held it in 5 quarters since.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on AssetMark Inc's 13F filing for Q2 2026, filed 30 Jul 2026.