Global Assets Advisory
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Global Assets Advisory’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Global Assets Advisory’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 		$1.19M Buy
29,435
+1,019
+4% +$41.3K 0.26% 97
2026
Q2 		$1.12M Buy
+28,416
New +$1.17M 0.24% 104

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Beam Wealth Advisors
Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 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
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Straightline Group
Straightline Group Troy, Michigan $139M AUM 2.92% 1-Year Est. Return
Beaumont Financial Advisors
Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return
Bayshore Capital Advisors
Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return

Global Assets Advisory's RAAX Position: Q3 2026 in Review

Global Assets Advisory increased its VanEck Inflation Allocation ETF (RAAX) stake by 3.6% in Q3 2026, buying an estimated $41.3K and bringing the position to 29,435 shares worth $1.19M. The position accounts for 0.26% of the portfolio, ranked #97.

Global Assets Advisory first reported a position in RAAX in Q2 2026 and has held it in 2 quarters since. 137 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

  • Global Assets Advisory held 29,435 shares of VanEck Inflation Allocation ETF worth $1.19M as of Q3 2026.
  • Global Assets Advisory bought 1,019 VanEck Inflation Allocation ETF shares in Q3 2026, an estimated $41.3K.
  • VanEck Inflation Allocation ETF made up 0.26% of Global Assets Advisory's portfolio in Q3 2026, its #97 holding.
  • Global Assets Advisory first reported a position in VanEck Inflation Allocation ETF in Q2 2026 and has held it in 2 quarters since.
  • 137 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Global Assets Advisory's 13F filing for Q3 2026, filed 28 Oct 2026.