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Carmel Capital Partners’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Carmel Capital Partners’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
2023
Q4 		– Sell
-91
Closed -$2.31K – 563
2023
Q3 		$2.31K Buy
+91
New +$2.35K ﹤0.01% 620

Other funds holding RAAX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Carmel Capital Partners's RAAX Position: Q4 2023 in Review

Carmel Capital Partners sold out of VanEck Inflation Allocation ETF (RAAX) in Q4 2023, closing a stake of 91 shares — an estimated $2.31K sold.

Carmel Capital Partners first reported a position in RAAX in Q3 2023 and held it in 1 quarter. The position peaked at $2.31K in Q3 2023. 36 funds tracked by Wall St. Rank hold RAAX as of Q4 2023.

  • Carmel Capital Partners reported no remaining VanEck Inflation Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • Carmel Capital Partners sold 91 VanEck Inflation Allocation ETF shares in Q4 2023, an estimated $2.31K.
  • Carmel Capital Partners first reported a position in VanEck Inflation Allocation ETF in Q3 2023 and held it in 1 quarter.
  • Carmel Capital Partners's VanEck Inflation Allocation ETF position peaked at $2.31K in Q3 2023.
  • 36 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q4 2023.

Based on Carmel Capital Partners's 13F filing for Q4 2023, filed 1 Feb 2024.