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 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 $376B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return

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

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return