Cornerstone Planning Group
RAAX icon

Cornerstone Planning Group’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Cornerstone Planning 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
Q3 		– Sell
-767
Closed -$31K – 1320
2026
Q2 		$31K Buy
+767
New +$31.6K ﹤0.01% 534

Other funds holding RAAX

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Ferguson Shapiro
Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return
Wilmington Savings Fund Society
Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return
MinichMacGregor Wealth Management
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return
Encompass More Asset Management
Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return
Norden Group
Norden Group Provo, Utah $1.33B AUM 30.5% 1-Year Est. Return
Riversedge Advisors
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
Snider Financial Group
Snider Financial Group Bellevue, Washington $415M AUM 19.98% 1-Year Est. Return

Cornerstone Planning Group's RAAX Position: Q3 2026 in Review

Cornerstone Planning Group sold out of VanEck Inflation Allocation ETF (RAAX) in Q3 2026, closing a stake of 767 shares — an estimated $31K sold.

Cornerstone Planning Group first reported a position in RAAX in Q2 2026 and held it in 1 quarter. The position peaked at $31K in Q2 2026. 60 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

  • Cornerstone Planning Group reported no remaining VanEck Inflation Allocation ETF position as of Q3 2026 after selling out during the quarter.
  • Cornerstone Planning Group sold 767 VanEck Inflation Allocation ETF shares in Q3 2026, an estimated $31K.
  • Cornerstone Planning Group first reported a position in VanEck Inflation Allocation ETF in Q2 2026 and held it in 1 quarter.
  • Cornerstone Planning Group's VanEck Inflation Allocation ETF position peaked at $31K in Q2 2026.
  • 60 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Cornerstone Planning Group's 13F filing for Q3 2026, filed 16 Oct 2026.