Atria Wealth Solutions’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Atria Wealth Solutions’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
2025 Q2	$903K	Sell	29,095 -3,967	-12%	-$120K	0.02%	677
2025 Q1	$1.01M	Sell	33,062 -460	-1%	-$13.6K	0.01%	896
2024 Q4	$945K	Sell	33,522 -3,009	-8%	-$88.5K	0.01%	943
2024 Q3	$1.06M	Sell	36,531 -1,510	-4%	-$42.1K	0.01%	892
2024 Q2	$1.04M	Buy	38,041 +2,919	+8%	+$79.6K	0.01%	883
2024 Q1	$952K	Sell	35,122 -1,742	-5%	-$44.4K	0.01%	932
2023 Q4	$942K	Sell	36,864 -2,288	-6%	-$58.5K	0.01%	886
2023 Q3	$992K	Sell	39,152 -508	-1%	-$13.1K	0.01%	813
2023 Q2	$991K	Sell	39,660 -705	-2%	-$17.7K	0.01%	834
2023 Q1	$1.02M	Buy	40,365 +1,071	+3%	+$27K	0.02%	789
2022 Q4	$975K	Sell	39,294 -30,667	-44%	-$760K	0.02%	761
2022 Q3	$1.59M	Buy	69,961 +14,384	+26%	+$353K	0.03%	560
2022 Q2	$1.38M	Buy	+55,577	New	+$1.51M	0.03%	567

Other funds holding RAAX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

CFG

Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

AAS

Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

Atria Wealth Solutions's RAAX Position: Q2 2025 in Review

Atria Wealth Solutions reduced its VanEck Inflation Allocation ETF (RAAX) stake by 12% in Q2 2025, selling an estimated $120K and leaving 29,095 shares worth $903K. The position accounts for 0.02% of the portfolio, ranked #677.

Atria Wealth Solutions first reported a position in RAAX in Q2 2022 and has held it in 13 quarters since. The position peaked at $1.59M in Q3 2022. 55 funds tracked by Wall St. Rank hold RAAX as of Q2 2025.

Atria Wealth Solutions held 29,095 shares of VanEck Inflation Allocation ETF worth $903K as of Q2 2025.
Atria Wealth Solutions sold 3,967 VanEck Inflation Allocation ETF shares in Q2 2025, an estimated $120K.
VanEck Inflation Allocation ETF made up 0.02% of Atria Wealth Solutions's portfolio in Q2 2025, its #677 holding.
Atria Wealth Solutions first reported a position in VanEck Inflation Allocation ETF in Q2 2022 and has held it in 13 quarters since.
Atria Wealth Solutions's VanEck Inflation Allocation ETF position peaked at $1.59M in Q3 2022.
55 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2025.

Based on Atria Wealth Solutions's 13F filing for Q2 2025, filed 25 Jul 2025.