Beaumont Financial Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Beaumont Financial 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	$14M	Sell	352,968 -10,155	-3%	-$419K	0.89%	33
2026 Q1	$14.8M	Buy	363,123 +169,716	+88%	+$6.69M	1.02%	29
2025 Q4	$6.76M	Buy	+193,407	New	+$6.78M	0.45%	48

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

Beaumont Financial Advisors's RAAX Position: Q2 2026 in Review

Beaumont Financial Advisors reduced its VanEck Inflation Allocation ETF (RAAX) stake by 2.8% in Q2 2026, selling an estimated $419K and leaving 352,968 shares worth $14M. The position accounts for 0.89% of the portfolio, ranked #33.

Beaumont Financial Advisors first reported a position in RAAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $14.8M in Q1 2026. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Beaumont Financial Advisors held 352,968 shares of VanEck Inflation Allocation ETF worth $14M as of Q2 2026.
Beaumont Financial Advisors sold 10,155 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $419K.
VanEck Inflation Allocation ETF made up 0.89% of Beaumont Financial Advisors's portfolio in Q2 2026, its #33 holding.
Beaumont Financial Advisors first reported a position in VanEck Inflation Allocation ETF in Q4 2025 and has held it in 3 quarters since.
Beaumont Financial Advisors's VanEck Inflation Allocation ETF position peaked at $14.8M in Q1 2026.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.