DeDora Capital’s VanEck Inflation Allocation ETF RAAX Stock Holding History

DeDora Capital’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	-64,978	Closed	-$1.48M	–	108
2022 Q3	$1.48M	Sell	64,978 -366	-0.6%	-$8.98K	0.77%	31
2022 Q2	$1.62M	Buy	+65,344	New	+$1.78M	0.81%	29

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 $523M AUM 23.92% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 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 $762M AUM 16.88% 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 $44.6B AUM 28.94% 1-Year Est. Return

LIG

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

DeDora Capital's RAAX Position: Q4 2022 in Review

DeDora Capital sold out of VanEck Inflation Allocation ETF (RAAX) in Q4 2022, closing a stake of 64,978 shares — an estimated $1.48M sold.

DeDora Capital first reported a position in RAAX in Q2 2022 and held it in 2 quarters. The position peaked at $1.62M in Q2 2022. 42 funds tracked by Wall St. Rank hold RAAX as of Q4 2022.

DeDora Capital reported no remaining VanEck Inflation Allocation ETF position as of Q4 2022 after selling out during the quarter.
DeDora Capital sold 64,978 VanEck Inflation Allocation ETF shares in Q4 2022, an estimated $1.48M.
DeDora Capital first reported a position in VanEck Inflation Allocation ETF in Q2 2022 and held it in 2 quarters.
DeDora Capital's VanEck Inflation Allocation ETF position peaked at $1.62M in Q2 2022.
42 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q4 2022.

Based on DeDora Capital's 13F filing for Q4 2022, filed 19 Jan 2023.