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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Castleview Partners's RAAX Position: Q2 2026 in Review

Castleview Partners reduced its VanEck Inflation Allocation ETF (RAAX) stake by 28% in Q2 2026, selling an estimated $885K and leaving 56,092 shares worth $2.23M. The position accounts for 0.98% of the portfolio, ranked #21.

Castleview Partners first reported a position in RAAX in Q4 2025 and has held it in 3 quarters since. The position peaked at $3.16M in Q1 2026. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • Castleview Partners held 56,092 shares of VanEck Inflation Allocation ETF worth $2.23M as of Q2 2026.
  • Castleview Partners sold 21,478 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $885K.
  • VanEck Inflation Allocation ETF made up 0.98% of Castleview Partners's portfolio in Q2 2026, its #21 holding.
  • Castleview Partners first reported a position in VanEck Inflation Allocation ETF in Q4 2025 and has held it in 3 quarters since.
  • Castleview Partners's VanEck Inflation Allocation ETF position peaked at $3.16M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Castleview Partners's 13F filing for Q2 2026, filed 20 Jul 2026.