Avalon Capital Management’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Avalon Capital 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	$3.65M	Buy	92,066 +1,724	+2%	+$71.1K	0.86%	23
2026 Q1	$3.68M	Buy	90,342 +1,523	+2%	+$60K	1.04%	25
2025 Q4	$3.1M	Buy	88,819 +4,672	+6%	+$164K	0.74%	31
2025 Q3	$2.9M	Buy	84,147 +1,540	+2%	+$50.2K	0.71%	32
2025 Q2	$2.56M	Buy	82,607 +5,528	+7%	+$168K	0.69%	40
2025 Q1	$2.35M	Buy	77,079 +8,947	+13%	+$264K	0.68%	39
2024 Q4	$1.92M	Buy	+68,132	New	+$2M	0.62%	41

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

Avalon Capital Management's RAAX Position: Q2 2026 in Review

Avalon Capital Management increased its VanEck Inflation Allocation ETF (RAAX) stake by 1.9% in Q2 2026, buying an estimated $71.1K and bringing the position to 92,066 shares worth $3.65M. The position accounts for 0.86% of the portfolio, ranked #23.

Avalon Capital Management first reported a position in RAAX in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.68M in Q1 2026. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Avalon Capital Management held 92,066 shares of VanEck Inflation Allocation ETF worth $3.65M as of Q2 2026.
Avalon Capital Management bought 1,724 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $71.1K.
VanEck Inflation Allocation ETF made up 0.86% of Avalon Capital Management's portfolio in Q2 2026, its #23 holding.
Avalon Capital Management first reported a position in VanEck Inflation Allocation ETF in Q4 2024 and has held it in 7 quarters since.
Avalon Capital Management's VanEck Inflation Allocation ETF position peaked at $3.68M in Q1 2026.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Avalon Capital Management's 13F filing for Q2 2026, filed 16 Jul 2026.