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 Q3	$28.9M	Buy	724,423 +7,174	+1%	+$291K	6.24%	2
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 $468B AUM 17.69% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Beam Wealth Advisors's RAAX Position: Q3 2026 in Review

Beam Wealth Advisors increased its VanEck Inflation Allocation ETF (RAAX) stake by 1% in Q3 2026, buying an estimated $291K and bringing the position to 724,423 shares worth $28.9M. The position accounts for 6.24% of the portfolio, ranked #2.

Beam Wealth Advisors first reported a position in RAAX in Q2 2024 and has held it in 10 quarters since. 113 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

Beam Wealth Advisors held 724,423 shares of VanEck Inflation Allocation ETF worth $28.9M as of Q3 2026.
Beam Wealth Advisors bought 7,174 VanEck Inflation Allocation ETF shares in Q3 2026, an estimated $291K.
VanEck Inflation Allocation ETF made up 6.24% of Beam Wealth Advisors's portfolio in Q3 2026, its #2 holding.
Beam Wealth Advisors first reported a position in VanEck Inflation Allocation ETF in Q2 2024 and has held it in 10 quarters since.
113 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Beam Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.