CreativeOne Wealth’s VanEck Inflation Allocation ETF RAAX Stock Holding History

CreativeOne Wealth’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 Q4	–	Sell	-13,648	Closed	-$310K	–	767
2022 Q3	$310K	Sell	13,648 -2,075	-13%	-$50.9K	0.02%	533
2022 Q2	$389K	Buy	+15,723	New	+$428K	0.02%	472

Other funds holding RAAX

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

Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return

WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return

Mariner Overland Park, Kansas $85.7B AUM 24.21% 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

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

LIG

Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return

CreativeOne Wealth's RAAX Position: Q4 2022 in Review

CreativeOne Wealth sold out of VanEck Inflation Allocation ETF (RAAX) in Q4 2022, closing a stake of 13,648 shares — an estimated $310K sold.

CreativeOne Wealth first reported a position in RAAX in Q2 2022 and held it in 2 quarters. The position peaked at $389K in Q2 2022. 42 funds tracked by Wall St. Rank hold RAAX as of Q4 2022.

CreativeOne Wealth reported no remaining VanEck Inflation Allocation ETF position as of Q4 2022 after selling out during the quarter.
CreativeOne Wealth sold 13,648 VanEck Inflation Allocation ETF shares in Q4 2022, an estimated $310K.
CreativeOne Wealth first reported a position in VanEck Inflation Allocation ETF in Q2 2022 and held it in 2 quarters.
CreativeOne Wealth's VanEck Inflation Allocation ETF position peaked at $389K in Q2 2022.
42 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q4 2022.

Based on CreativeOne Wealth's 13F filing for Q4 2022, filed 15 Feb 2023.