Beam Wealth Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Beam Wealth 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	$28.5M	Buy	717,249 +10,602	+2%	+$437K	6.28%	2
2026 Q1	$28.8M	Sell	706,647 -26,501	-4%	-$1.04M	7.16%	2
2025 Q4	$25.6M	Buy	733,148 +31,359	+4%	+$1.1M	7.03%	2
2025 Q3	$24.2M	Buy	701,789 +44,055	+7%	+$1.44M	6.59%	2
2025 Q2	$20.4M	Buy	657,734 +129,497	+25%	+$3.93M	6.09%	2
2025 Q1	$16.1M	Buy	528,237 +24,065	+5%	+$711K	5.42%	3
2024 Q4	$14.2M	Buy	504,172 +124,376	+33%	+$3.66M	4.5%	3
2024 Q3	$11M	Buy	379,796 +10,734	+3%	+$300K	3.33%	6
2024 Q2	$10.1M	Buy	+369,062	New	+$10.1M	3.35%	6

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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

Beam Wealth Advisors's RAAX Position: Q2 2026 in Review

Beam Wealth Advisors increased its VanEck Inflation Allocation ETF (RAAX) stake by 1.5% in Q2 2026, buying an estimated $437K and bringing the position to 717,249 shares worth $28.5M. The position accounts for 6.28% of the portfolio, ranked #2.

Beam Wealth Advisors first reported a position in RAAX in Q2 2024 and has held it in 9 quarters since. The position peaked at $28.8M in Q1 2026. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Beam Wealth Advisors held 717,249 shares of VanEck Inflation Allocation ETF worth $28.5M as of Q2 2026.
Beam Wealth Advisors bought 10,602 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $437K.
VanEck Inflation Allocation ETF made up 6.28% of Beam Wealth Advisors's portfolio in Q2 2026, its #2 holding.
Beam Wealth Advisors first reported a position in VanEck Inflation Allocation ETF in Q2 2024 and has held it in 9 quarters since.
Beam Wealth Advisors's VanEck Inflation Allocation ETF position peaked at $28.8M in Q1 2026.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Beam Wealth Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.