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Consolidated Portfolio Review Corp’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Consolidated Portfolio Review Corp’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
2023
Q3 		– Sell
-14,972
Closed -$374K – 328
2023
Q2 		$374K Sell
14,972
-606
-4% -$15.2K 0.09% 203
2023
Q1 		$393K Buy
+15,578
New +$393K 0.11% 184

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Consolidated Portfolio Review Corp's RAAX Position: Q3 2023 in Review

Consolidated Portfolio Review Corp sold out of VanEck Inflation Allocation ETF (RAAX) in Q3 2023, closing a stake of 14,972 shares — an estimated $374K sold.

Consolidated Portfolio Review Corp first reported a position in RAAX in Q1 2023 and held it in 2 quarters. The position peaked at $393K in Q1 2023. 37 funds tracked by Wall St. Rank hold RAAX as of Q3 2023.

  • Consolidated Portfolio Review Corp reported no remaining VanEck Inflation Allocation ETF position as of Q3 2023 after selling out during the quarter.
  • Consolidated Portfolio Review Corp sold 14,972 VanEck Inflation Allocation ETF shares in Q3 2023, an estimated $374K.
  • Consolidated Portfolio Review Corp first reported a position in VanEck Inflation Allocation ETF in Q1 2023 and held it in 2 quarters.
  • Consolidated Portfolio Review Corp's VanEck Inflation Allocation ETF position peaked at $393K in Q1 2023.
  • 37 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2023.

Based on Consolidated Portfolio Review Corp's 13F filing for Q3 2023, filed 13 Nov 2023.