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Carroll Financial Associates’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Carroll Financial Associates’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
2021
Q4 		$10.1M Buy
372,448
+224,681
+152% +$6.02M 0.54% 33
2021
Q3 		$3.76M Buy
+147,767
New +$3.78M 0.21% 78

Other funds holding RAAX

JIP
Jaffetilchin Investment Partners Tampa, Florida $1.68B AUM 22.81% 1-Year Est. Return
CIA
Capital Investment Advisors Atlanta, Georgia $7.59B AUM 23.38% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
CA
Cetera Advisors Denver, Colorado $12.7B AUM 22.7% 1-Year Est. Return
MC
Moors & Cabot Boston, Massachusetts $2.57B AUM 37.84% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
FWP
FAS Wealth Partners Leawood, Kansas $1.92B AUM 26.86% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

Carroll Financial Associates's RAAX Position: Q4 2021 in Review

Carroll Financial Associates increased its VanEck Inflation Allocation ETF (RAAX) stake by 152% in Q4 2021, buying an estimated $6.02M and bringing the position to 372,448 shares worth $10.1M. The position accounts for 0.54% of the portfolio, ranked #33.

Carroll Financial Associates first reported a position in RAAX in Q3 2021 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold RAAX as of Q4 2021.

  • Carroll Financial Associates held 372,448 shares of VanEck Inflation Allocation ETF worth $10.1M as of Q4 2021.
  • Carroll Financial Associates bought 224,681 VanEck Inflation Allocation ETF shares in Q4 2021, an estimated $6.02M.
  • VanEck Inflation Allocation ETF made up 0.54% of Carroll Financial Associates's portfolio in Q4 2021, its #33 holding.
  • Carroll Financial Associates first reported a position in VanEck Inflation Allocation ETF in Q3 2021 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q4 2021.

Based on Carroll Financial Associates's 13F filing for Q4 2021, filed 6 Jan 2022.