Essex Financial Services’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Essex Financial Services’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	$2.6M	Buy	63,809 +2,000	+3%	+$78.8K	0.15%	146
2025 Q4	$2.16M	Buy	61,809 +38	+0.1%	+$1.33K	0.12%	164
2025 Q3	$2.13M	Sell	61,771 -308	-0.5%	-$10K	0.13%	156
2025 Q2	$1.93M	Sell	62,079 -116	-0.2%	-$3.52K	0.13%	159
2025 Q1	$1.89M	Sell	62,195 -268	-0.4%	-$7.92K	0.14%	149
2024 Q4	$1.76M	Sell	62,463 -1,160	-2%	-$34.1K	0.12%	153
2024 Q3	$1.9M	Sell	63,623 -73	-0.1%	-$2.04K	0.14%	142
2024 Q2	$1.74M	Buy	63,696 +6,655	+12%	+$182K	0.13%	156
2024 Q1	$1.55M	Sell	57,041 -15,608	-21%	-$397K	0.14%	147
2023 Q4	$1.86M	Sell	72,649 -10,693	-13%	-$273K	0.19%	112
2023 Q3	$2.11M	Sell	83,342 -15,175	-15%	-$392K	0.24%	90
2023 Q2	$2.46M	Sell	98,517 -17,429	-15%	-$437K	0.28%	77
2023 Q1	$2.93M	Buy	115,946 +1,149	+1%	+$29K	0.31%	81
2022 Q4	$2.85M	Buy	114,797 +370	+0.3%	+$9.17K	0.3%	83
2022 Q3	$2.6M	Buy	114,427 +4,841	+4%	+$119K	0.31%	79
2022 Q2	$2.71M	Buy	109,586 +68,121	+164%	+$1.85M	0.3%	82
2022 Q1	$1.17M	Buy	+41,465	New	+$1.08M	0.11%	183

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

Essex Financial Services's RAAX Position: Q1 2026 in Review

Essex Financial Services increased its VanEck Inflation Allocation ETF (RAAX) stake by 3.2% in Q1 2026, buying an estimated $78.8K and bringing the position to 63,809 shares worth $2.6M. The position accounts for 0.15% of the portfolio, ranked #146.

Essex Financial Services first reported a position in RAAX in Q1 2022 and has held it in 17 quarters since. The position peaked at $2.93M in Q1 2023. 131 funds tracked by Wall St. Rank hold RAAX as of Q1 2026.

Essex Financial Services held 63,809 shares of VanEck Inflation Allocation ETF worth $2.6M as of Q1 2026.
Essex Financial Services bought 2,000 VanEck Inflation Allocation ETF shares in Q1 2026, an estimated $78.8K.
VanEck Inflation Allocation ETF made up 0.15% of Essex Financial Services's portfolio in Q1 2026, its #146 holding.
Essex Financial Services first reported a position in VanEck Inflation Allocation ETF in Q1 2022 and has held it in 17 quarters since.
Essex Financial Services's VanEck Inflation Allocation ETF position peaked at $2.93M in Q1 2023.
131 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2026.

Based on Essex Financial Services's 13F filing for Q1 2026, filed 24 Apr 2026.