Capital Investment Advisors
RAAX icon

Capital Investment Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Capital Investment 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 		$866K Sell
21,828
-100
-0.5% -$4.12K 0.01% 392
2026
Q1 		$893K Sell
21,928
-502
-2% -$19.8K 0.01% 366
2025
Q4 		$783K Buy
22,430
+25
+0.1% +$877 0.01% 385
2025
Q3 		$772K Sell
22,405
-527
-2% -$17.2K 0.01% 381
2025
Q2 		$712K Buy
22,932
+103
+0.5% +$3.12K 0.01% 394
2025
Q1 		$695K Sell
22,829
-500
-2% -$14.8K 0.01% 381
2024
Q4 		$658K Sell
23,329
-700
-3% -$20.6K 0.01% 378
2024
Q3 		$695K Hold
24,029
– – 0.01% 355
2024
Q2 		$655K Sell
24,029
-480
-2% -$13.1K 0.01% 356
2024
Q1 		$664K Buy
24,509
+1,785
+8% +$45.4K 0.02% 349
2023
Q4 		$580K Sell
22,724
-2,307
-9% -$58.9K 0.01% 355
2023
Q3 		$634K Sell
25,031
-962
-4% -$24.9K 0.02% 320
2023
Q2 		$650K Buy
25,993
+293
+1% +$7.34K 0.02% 301
2023
Q1 		$649K Buy
25,700
+275
+1% +$6.94K 0.02% 311
2022
Q4 		$631K Buy
25,425
+4,814
+23% +$119K 0.02% 320
2022
Q3 		$468K Sell
20,611
-1,019
-5% -$25K 0.02% 348
2022
Q2 		$535K Sell
21,630
-7,683
-26% -$209K 0.02% 335
2022
Q1 		$824K Buy
29,313
+2,285
+8% +$59.4K 0.03% 297
2021
Q4 		$670K Buy
+27,028
New +$724K 0.02% 335

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Capital Investment Advisors's RAAX Position: Q2 2026 in Review

Capital Investment Advisors reduced its VanEck Inflation Allocation ETF (RAAX) stake by 0.46% in Q2 2026, selling an estimated $4.12K and leaving 21,828 shares worth $866K. The position accounts for 0.01% of the portfolio, ranked #392.

Capital Investment Advisors first reported a position in RAAX in Q4 2021 and has held it in 19 quarters since. The position peaked at $893K in Q1 2026. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • Capital Investment Advisors held 21,828 shares of VanEck Inflation Allocation ETF worth $866K as of Q2 2026.
  • Capital Investment Advisors sold 100 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $4.12K.
  • VanEck Inflation Allocation ETF made up 0.01% of Capital Investment Advisors's portfolio in Q2 2026, its #392 holding.
  • Capital Investment Advisors first reported a position in VanEck Inflation Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • Capital Investment Advisors's VanEck Inflation Allocation ETF position peaked at $893K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Capital Investment Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.