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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
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 $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
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
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
AssetMark Inc
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
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

Capital Investment Advisors's RAAX Position: Q1 2026 in Review

Capital Investment Advisors reduced its VanEck Inflation Allocation ETF (RAAX) stake by 2.2% in Q1 2026, selling an estimated $19.8K and leaving 21,928 shares worth $893K. The position accounts for 0.01% of the portfolio, ranked #366.

Capital Investment Advisors first reported a position in RAAX in Q4 2021 and has held it in 18 quarters since. 131 funds tracked by Wall St. Rank hold RAAX as of Q1 2026.

  • Capital Investment Advisors held 21,928 shares of VanEck Inflation Allocation ETF worth $893K as of Q1 2026.
  • Capital Investment Advisors sold 502 VanEck Inflation Allocation ETF shares in Q1 2026, an estimated $19.8K.
  • VanEck Inflation Allocation ETF made up 0.01% of Capital Investment Advisors's portfolio in Q1 2026, its #366 holding.
  • Capital Investment Advisors first reported a position in VanEck Inflation Allocation ETF in Q4 2021 and has held it in 18 quarters since.
  • 131 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2026.

Based on Capital Investment Advisors's 13F filing for Q1 2026, filed 16 Apr 2026.