Avantax Advisory Services’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Avantax Advisory Services’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	$1.45M	Buy	46,602 +13,328	+40%	+$404K	0.01%	960
2025 Q1	$1.01M	Buy	33,274 +16,411	+97%	+$485K	0.01%	1087
2024 Q4	$475K	Sell	16,863 -344	-2%	-$10.1K	﹤0.01%	1481
2024 Q3	$498K	Sell	17,207 -217	-1%	-$6.05K	﹤0.01%	1411
2024 Q2	$475K	Sell	17,424 -592	-3%	-$16.1K	﹤0.01%	1399
2024 Q1	$488K	Sell	18,016 -6,259	-26%	-$159K	﹤0.01%	1051
2023 Q4	$620K	Sell	24,275 -1,549	-6%	-$39.6K	0.01%	898
2023 Q3	$654K	Sell	25,824 -866	-3%	-$22.4K	0.01%	837
2023 Q2	$667K	Sell	26,690 -1,976	-7%	-$49.5K	0.01%	832
2023 Q1	$724K	Buy	28,666 +3,197	+13%	+$80.7K	0.01%	775
2022 Q4	$632K	Buy	25,469 +12,518	+97%	+$310K	0.01%	774
2022 Q3	$294K	Sell	12,951 -29,371	-69%	-$721K	﹤0.01%	1024
2022 Q2	$1.05M	Buy	42,322 +14,457	+52%	+$393K	0.02%	539
2022 Q1	$783K	Buy	+27,865	New	+$724K	0.01%	621

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

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

AWM

Accurate Wealth Management Wesley Chapel, Florida $1.05B AUM 30.92% 1-Year Est. Return

Avantax Advisory Services's RAAX Position: Q2 2025 in Review

Avantax Advisory Services increased its VanEck Inflation Allocation ETF (RAAX) stake by 40% in Q2 2025, buying an estimated $404K and bringing the position to 46,602 shares worth $1.45M. The position accounts for 0.01% of the portfolio, ranked #960.

Avantax Advisory Services first reported a position in RAAX in Q1 2022 and has held it in 14 quarters since. 55 funds tracked by Wall St. Rank hold RAAX as of Q2 2025.

Avantax Advisory Services held 46,602 shares of VanEck Inflation Allocation ETF worth $1.45M as of Q2 2025.
Avantax Advisory Services bought 13,328 VanEck Inflation Allocation ETF shares in Q2 2025, an estimated $404K.
VanEck Inflation Allocation ETF made up 0.01% of Avantax Advisory Services's portfolio in Q2 2025, its #960 holding.
Avantax Advisory Services first reported a position in VanEck Inflation Allocation ETF in Q1 2022 and has held it in 14 quarters since.
55 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.