Castleview Partners’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Castleview 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
2026 Q3	$2.99M	Buy	75,106 +19,014	+34%	+$771K	1.31%	16
2026 Q2	$2.23M	Sell	56,092 -21,478	-28%	-$885K	0.98%	21
2026 Q1	$3.16M	Buy	77,570 +2,957	+4%	+$117K	1.62%	12
2025 Q4	$2.61M	Buy	+74,613	New	+$2.62M	1.29%	15

Other funds holding RAAX

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

SFG

Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return

AWM

Aureum Wealth Management North Palm Beach, Florida $162M AUM 9.8% 1-Year Est. Return

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Archford Capital Strategies Swansea, Illinois $1.01B AUM 23.17% 1-Year Est. Return

Castleview Partners's RAAX Position: Q3 2026 in Review

Castleview Partners increased its VanEck Inflation Allocation ETF (RAAX) stake by 34% in Q3 2026, buying an estimated $771K and bringing the position to 75,106 shares worth $2.99M. The position accounts for 1.31% of the portfolio, ranked #16.

Castleview Partners first reported a position in RAAX in Q4 2025 and has held it in 4 quarters since. The position peaked at $3.16M in Q1 2026. 39 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

Castleview Partners held 75,106 shares of VanEck Inflation Allocation ETF worth $2.99M as of Q3 2026.
Castleview Partners bought 19,014 VanEck Inflation Allocation ETF shares in Q3 2026, an estimated $771K.
VanEck Inflation Allocation ETF made up 1.31% of Castleview Partners's portfolio in Q3 2026, its #16 holding.
Castleview Partners first reported a position in VanEck Inflation Allocation ETF in Q4 2025 and has held it in 4 quarters since.
Castleview Partners's VanEck Inflation Allocation ETF position peaked at $3.16M in Q1 2026.
39 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Castleview Partners's 13F filing for Q3 2026, filed 9 Oct 2026.