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Cape Investment Advisory’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Cape Investment Advisory’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 		$131K Buy
3,296
+2,111
+178% +$85.6K 0.03% 311
2026
Q2 		$47K Buy
+1,185
New +$48.9K 0.01% 516
2026
Q1 		– Sell
-116
Closed -$4.05K – 954
2025
Q4 		$4.05K Buy
+116
New +$4.07K ﹤0.01% 958

Other funds holding RAAX

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.51B AUM 33.52% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Cape Investment Advisory's RAAX Position: Q3 2026 in Review

Cape Investment Advisory increased its VanEck Inflation Allocation ETF (RAAX) stake by 178% in Q3 2026, buying an estimated $85.6K and bringing the position to 3,296 shares worth $131K. The position accounts for 0.03% of the portfolio, ranked #311.

Cape Investment Advisory first reported a position in RAAX in Q4 2025 and has held it in 3 quarters since. 14 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

  • Cape Investment Advisory held 3,296 shares of VanEck Inflation Allocation ETF worth $131K as of Q3 2026.
  • Cape Investment Advisory bought 2,111 VanEck Inflation Allocation ETF shares in Q3 2026, an estimated $85.6K.
  • VanEck Inflation Allocation ETF made up 0.03% of Cape Investment Advisory's portfolio in Q3 2026, its #311 holding.
  • Cape Investment Advisory first reported a position in VanEck Inflation Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • 14 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Cape Investment Advisory's 13F filing for Q3 2026, filed 13 Oct 2026.