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Carolinas Wealth Consulting’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Carolinas Wealth Consulting’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
Q2 		– Sell
-2,246
Closed -$56.7K – 1108
2023
Q1 		$56.7K Sell
2,246
-505
-18% -$12.7K 0.01% 337
2022
Q4 		$68.4K Buy
+2,751
New +$68.2K 0.02% 311

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Carolinas Wealth Consulting's RAAX Position: Q2 2023 in Review

Carolinas Wealth Consulting sold out of VanEck Inflation Allocation ETF (RAAX) in Q2 2023, closing a stake of 2,246 shares — an estimated $56.7K sold.

Carolinas Wealth Consulting first reported a position in RAAX in Q4 2022 and held it in 2 quarters. The position peaked at $68.4K in Q4 2022. 37 funds tracked by Wall St. Rank hold RAAX as of Q2 2023.

  • Carolinas Wealth Consulting reported no remaining VanEck Inflation Allocation ETF position as of Q2 2023 after selling out during the quarter.
  • Carolinas Wealth Consulting sold 2,246 VanEck Inflation Allocation ETF shares in Q2 2023, an estimated $56.7K.
  • Carolinas Wealth Consulting first reported a position in VanEck Inflation Allocation ETF in Q4 2022 and held it in 2 quarters.
  • Carolinas Wealth Consulting's VanEck Inflation Allocation ETF position peaked at $68.4K in Q4 2022.
  • 37 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2023.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2023, filed 14 Aug 2023.