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

Austin 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	$1.15M	Buy	29,343 +2,144	+8%	+$88.4K	0.24%	54
2026 Q1	$1.12M	Sell	27,199 -42,406	-61%	-$1.67M	0.25%	55
2025 Q4	$2.51M	Buy	69,605 +2,626	+4%	+$92.1K	0.37%	46
2025 Q3	$2.33M	Buy	66,979 +2,115	+3%	+$68.9K	0.36%	47
2025 Q2	$2.06M	Buy	64,864 +3,332	+5%	+$101K	0.37%	47
2025 Q1	$1.85M	Buy	61,532 +8,275	+16%	+$244K	0.37%	45
2024 Q4	$1.57M	Buy	53,257 +13,193	+33%	+$388K	0.33%	48
2024 Q3	$1.18M	Buy	40,064 +1,692	+4%	+$47.2K	0.26%	50
2024 Q2	$1.07M	Buy	38,372 +3,667	+11%	+$100K	0.25%	52
2024 Q1	$960K	Buy	34,705 +8,216	+31%	+$209K	0.24%	56
2023 Q4	$673K	Sell	26,489 -856	-3%	-$21.9K	0.18%	64
2023 Q3	$704K	Buy	+27,345	New	+$707K	0.22%	57

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

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

Austin Wealth Management increased its VanEck Inflation Allocation ETF (RAAX) stake by 7.9% in Q2 2026, buying an estimated $88.4K and bringing the position to 29,343 shares worth $1.15M. The position accounts for 0.24% of the portfolio, ranked #54.

Austin Wealth Management first reported a position in RAAX in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.51M in Q4 2025. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Austin Wealth Management held 29,343 shares of VanEck Inflation Allocation ETF worth $1.15M as of Q2 2026.
Austin Wealth Management bought 2,144 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $88.4K.
VanEck Inflation Allocation ETF made up 0.24% of Austin Wealth Management's portfolio in Q2 2026, its #54 holding.
Austin Wealth Management first reported a position in VanEck Inflation Allocation ETF in Q3 2023 and has held it in 12 quarters since.
Austin Wealth Management's VanEck Inflation Allocation ETF position peaked at $2.51M in Q4 2025.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Austin Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.