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 Q2	$442K	Sell	11,139 -1,600	-13%	-$66K	0.27%	50
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 $445B AUM 25.58% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

NEPWA

New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Copley Financial Group's RAAX Position: Q2 2026 in Review

Copley Financial Group reduced its VanEck Inflation Allocation ETF (RAAX) stake by 13% in Q2 2026, selling an estimated $66K and leaving 11,139 shares worth $442K. The position accounts for 0.27% of the portfolio, ranked #50.

Copley Financial Group first reported a position in RAAX in Q3 2024 and has held it in 8 quarters since. The position peaked at $6.85M in Q3 2025. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Copley Financial Group held 11,139 shares of VanEck Inflation Allocation ETF worth $442K as of Q2 2026.
Copley Financial Group sold 1,600 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $66K.
VanEck Inflation Allocation ETF made up 0.27% of Copley Financial Group's portfolio in Q2 2026, its #50 holding.
Copley Financial Group first reported a position in VanEck Inflation Allocation ETF in Q3 2024 and has held it in 8 quarters since.
Copley Financial Group's VanEck Inflation Allocation ETF position peaked at $6.85M in Q3 2025.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Copley Financial Group's 13F filing for Q2 2026, filed 11 Aug 2026.