Brentview Investment Management’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Brentview Investment Management’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 Q1	$40.7K	Hold	1,000	–	–	0.02%	59
2025 Q4	$34.9K	Hold	1,000	–	–	0.02%	59
2025 Q3	$34.5K	Hold	1,000	–	–	0.02%	61
2025 Q2	$31.1K	Hold	1,000	–	–	0.02%	61
2025 Q1	$30.4K	Buy	+1,000	New	+$29.5K	0.02%	62

Other funds holding RAAX

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

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Brentview Investment Management's RAAX Position: Q1 2026 in Review

Brentview Investment Management held its VanEck Inflation Allocation ETF (RAAX) position steady in Q1 2026 at 1,000 shares worth $40.7K. The position accounts for 0.02% of the portfolio, ranked #59.

Brentview Investment Management first reported a position in RAAX in Q1 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold RAAX as of Q1 2026.

Brentview Investment Management held 1,000 shares of VanEck Inflation Allocation ETF worth $40.7K as of Q1 2026.
Brentview Investment Management left its VanEck Inflation Allocation ETF share count unchanged in Q1 2026.
VanEck Inflation Allocation ETF made up 0.02% of Brentview Investment Management's portfolio in Q1 2026, its #59 holding.
Brentview Investment Management first reported a position in VanEck Inflation Allocation ETF in Q1 2025 and has held it in 5 quarters since.
131 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2026.

Based on Brentview Investment Management's 13F filing for Q1 2026, filed 14 May 2026.