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 Q2	$2.49M	Sell	62,844 -965	-2%	-$39.8K	0.12%	160
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 $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

Essex Financial Services's RAAX Position: Q2 2026 in Review

Essex Financial Services reduced its VanEck Inflation Allocation ETF (RAAX) stake by 1.5% in Q2 2026, selling an estimated $39.8K and leaving 62,844 shares worth $2.49M. The position accounts for 0.12% of the portfolio, ranked #160.

Essex Financial Services first reported a position in RAAX in Q1 2022 and has held it in 18 quarters since. The position peaked at $2.93M in Q1 2023. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Essex Financial Services held 62,844 shares of VanEck Inflation Allocation ETF worth $2.49M as of Q2 2026.
Essex Financial Services sold 965 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $39.8K.
VanEck Inflation Allocation ETF made up 0.12% of Essex Financial Services's portfolio in Q2 2026, its #160 holding.
Essex Financial Services first reported a position in VanEck Inflation Allocation ETF in Q1 2022 and has held it in 18 quarters since.
Essex Financial Services's VanEck Inflation Allocation ETF position peaked at $2.93M in Q1 2023.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Essex Financial Services's 13F filing for Q2 2026, filed 10 Aug 2026.