Benedetti & Gucer’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Benedetti & Gucer’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
2024 Q1	$9.73M	Buy	359,046 +26,149	+8%	+$666K	4.83%	4
2023 Q4	$8.5M	Buy	332,897 +17,513	+6%	+$447K	4.46%	3
2023 Q3	$7.99M	Sell	315,384 -2,821	-0.9%	-$72.9K	4.37%	4
2023 Q2	$7.95M	Sell	318,205 -30,883	-9%	-$774K	4.09%	4
2023 Q1	$8.81M	Sell	349,088 -334,118	-49%	-$8.43M	5.06%	2
2022 Q4	$16.9M	Buy	683,206 +3,033	+0.4%	+$75.2K	12.4%	2
2022 Q3	$15.5M	Buy	680,173 +188,205	+38%	+$4.62M	12.16%	2
2022 Q2	$12.2M	Buy	+491,968	New	+$13.4M	8.24%	2

Other funds holding RAAX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Benedetti & Gucer's RAAX Position: Q1 2024 in Review

Benedetti & Gucer increased its VanEck Inflation Allocation ETF (RAAX) stake by 7.9% in Q1 2024, buying an estimated $666K and bringing the position to 359,046 shares worth $9.73M. The position accounts for 4.83% of the portfolio, ranked #4.

Benedetti & Gucer first reported a position in RAAX in Q2 2022 and has held it in 8 quarters since. The position peaked at $16.9M in Q4 2022. 36 funds tracked by Wall St. Rank hold RAAX as of Q1 2024.

Benedetti & Gucer held 359,046 shares of VanEck Inflation Allocation ETF worth $9.73M as of Q1 2024.
Benedetti & Gucer bought 26,149 VanEck Inflation Allocation ETF shares in Q1 2024, an estimated $666K.
VanEck Inflation Allocation ETF made up 4.83% of Benedetti & Gucer's portfolio in Q1 2024, its #4 holding.
Benedetti & Gucer first reported a position in VanEck Inflation Allocation ETF in Q2 2022 and has held it in 8 quarters since.
Benedetti & Gucer's VanEck Inflation Allocation ETF position peaked at $16.9M in Q4 2022.
36 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2024.

Based on Benedetti & Gucer's 13F filing for Q1 2024, filed 7 May 2024.