CP
RAAX icon

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
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 $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Castleview Partners's RAAX Position: Q1 2026 in Review

Castleview Partners increased its VanEck Inflation Allocation ETF (RAAX) stake by 4% in Q1 2026, buying an estimated $117K and bringing the position to 77,570 shares worth $3.16M. The position accounts for 1.62% of the portfolio, ranked #12.

Castleview Partners first reported a position in RAAX in Q4 2025 and has held it in 2 quarters since. 131 funds tracked by Wall St. Rank hold RAAX as of Q1 2026.

  • Castleview Partners held 77,570 shares of VanEck Inflation Allocation ETF worth $3.16M as of Q1 2026.
  • Castleview Partners bought 2,957 VanEck Inflation Allocation ETF shares in Q1 2026, an estimated $117K.
  • VanEck Inflation Allocation ETF made up 1.62% of Castleview Partners's portfolio in Q1 2026, its #12 holding.
  • Castleview Partners first reported a position in VanEck Inflation Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 131 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2026.

Based on Castleview Partners's 13F filing for Q1 2026, filed 1 May 2026.