Bay Colony Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Bay Colony Advisors’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	$4.68M	Buy	118,067 +412	+0.4%	+$17K	0.52%	39
2026 Q1	$4.79M	Buy	117,655 +48,244	+70%	+$1.9M	0.59%	35
2025 Q4	$2.42M	Buy	69,411 +22,921	+49%	+$804K	0.29%	66
2025 Q3	$1.6M	Buy	+46,490	New	+$1.51M	0.19%	110

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

Bay Colony Advisors's RAAX Position: Q2 2026 in Review

Bay Colony Advisors increased its VanEck Inflation Allocation ETF (RAAX) stake by 0.35% in Q2 2026, buying an estimated $17K and bringing the position to 118,067 shares worth $4.68M. The position accounts for 0.52% of the portfolio, ranked #39.

Bay Colony Advisors first reported a position in RAAX in Q3 2025 and has held it in 4 quarters since. The position peaked at $4.79M in Q1 2026. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Bay Colony Advisors held 118,067 shares of VanEck Inflation Allocation ETF worth $4.68M as of Q2 2026.
Bay Colony Advisors bought 412 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $17K.
VanEck Inflation Allocation ETF made up 0.52% of Bay Colony Advisors's portfolio in Q2 2026, its #39 holding.
Bay Colony Advisors first reported a position in VanEck Inflation Allocation ETF in Q3 2025 and has held it in 4 quarters since.
Bay Colony Advisors's VanEck Inflation Allocation ETF position peaked at $4.79M in Q1 2026.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Bay Colony Advisors's 13F filing for Q2 2026, filed 9 Jul 2026.