Copley Financial Group’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Copley Financial Group’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	$519K	Sell	12,739 -229	-2%	-$9.03K	0.31%	45
2025 Q4	$453K	Sell	12,968 -185,841	-93%	-$6.52M	0.28%	52
2025 Q3	$6.85M	Buy	198,809 +5,022	+3%	+$164K	4.69%	8
2025 Q2	$6.02M	Sell	193,787 -22,682	-10%	-$688K	4.46%	8
2025 Q1	$6.59M	Buy	216,469 +8,123	+4%	+$240K	5.04%	6
2024 Q4	$5.87M	Buy	208,346 +88,410	+74%	+$2.6M	4.5%	6
2024 Q3	$3.47M	Buy	+119,936	New	+$3.35M	3.15%	9

Other funds holding RAAX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

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

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

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 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

Copley Financial Group's RAAX Position: Q1 2026 in Review

Copley Financial Group reduced its VanEck Inflation Allocation ETF (RAAX) stake by 1.8% in Q1 2026, selling an estimated $9.03K and leaving 12,739 shares worth $519K. The position accounts for 0.31% of the portfolio, ranked #45.

Copley Financial Group first reported a position in RAAX in Q3 2024 and has held it in 7 quarters since. The position peaked at $6.85M in Q3 2025. 131 funds tracked by Wall St. Rank hold RAAX as of Q1 2026.

Copley Financial Group held 12,739 shares of VanEck Inflation Allocation ETF worth $519K as of Q1 2026.
Copley Financial Group sold 229 VanEck Inflation Allocation ETF shares in Q1 2026, an estimated $9.03K.
VanEck Inflation Allocation ETF made up 0.31% of Copley Financial Group's portfolio in Q1 2026, its #45 holding.
Copley Financial Group first reported a position in VanEck Inflation Allocation ETF in Q3 2024 and has held it in 7 quarters since.
Copley Financial Group's VanEck Inflation Allocation ETF position peaked at $6.85M in Q3 2025.
131 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2026.

Based on Copley Financial Group's 13F filing for Q1 2026, filed 15 May 2026.