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Claro Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Claro Advisors’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
2022
Q4 		– Sell
-9,820
Closed -$243K – 348
2022
Q3 		$243K Hold
9,820
– – 0.1% 224
2022
Q2 		$243K Buy
+9,820
New +$267K 0.1% 224

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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return

Claro Advisors's RAAX Position: Q4 2022 in Review

Claro Advisors sold out of VanEck Inflation Allocation ETF (RAAX) in Q4 2022, closing a stake of 9,820 shares — an estimated $243K sold.

Claro Advisors first reported a position in RAAX in Q2 2022 and held it in 2 quarters. The position peaked at $243K in Q3 2022. 42 funds tracked by Wall St. Rank hold RAAX as of Q4 2022.

  • Claro Advisors reported no remaining VanEck Inflation Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Claro Advisors sold 9,820 VanEck Inflation Allocation ETF shares in Q4 2022, an estimated $243K.
  • Claro Advisors first reported a position in VanEck Inflation Allocation ETF in Q2 2022 and held it in 2 quarters.
  • Claro Advisors's VanEck Inflation Allocation ETF position peaked at $243K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q4 2022.

Based on Claro Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.