CPFP
RAAX icon

Clear Perspectives Financial Planning’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Clear Perspectives Financial Planning’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
Q3 		– Sell
-97,821
Closed -$2.42M – 229
2022
Q2 		$2.42M Buy
97,821
+38,176
+64% +$1.04M 0.94% 20
2022
Q1 		$1.68M Buy
+59,645
New +$1.55M 0.64% 29

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
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 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
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Clear Perspectives Financial Planning's RAAX Position: Q3 2022 in Review

Clear Perspectives Financial Planning sold out of VanEck Inflation Allocation ETF (RAAX) in Q3 2022, closing a stake of 97,821 shares — an estimated $2.42M sold.

Clear Perspectives Financial Planning first reported a position in RAAX in Q1 2022 and held it in 2 quarters. The position peaked at $2.42M in Q2 2022. 43 funds tracked by Wall St. Rank hold RAAX as of Q3 2022.

  • Clear Perspectives Financial Planning reported no remaining VanEck Inflation Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Clear Perspectives Financial Planning sold 97,821 VanEck Inflation Allocation ETF shares in Q3 2022, an estimated $2.42M.
  • Clear Perspectives Financial Planning first reported a position in VanEck Inflation Allocation ETF in Q1 2022 and held it in 2 quarters.
  • Clear Perspectives Financial Planning's VanEck Inflation Allocation ETF position peaked at $2.42M in Q2 2022.
  • 43 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2022.

Based on Clear Perspectives Financial Planning's 13F filing for Q3 2022, filed 9 Nov 2022.