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Independent Financial Group’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Independent Financial Group’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 		$503K Hold
12,626
– – 0.01% 1008
2026
Q2 		$501K Buy
12,626
+900
+8% +$37.1K 0.01% 992
2026
Q1 		$477K Hold
11,726
– – 0.01% 944
2025
Q4 		$410K Sell
11,726
-429
-4% -$15K 0.01% 993
2025
Q3 		$419K Sell
12,155
-1,100
-8% -$35.8K 0.01% 924
2025
Q2 		$412K Sell
13,255
-325
-2% -$9.86K 0.01% 867
2025
Q1 		$413K Sell
13,580
-600
-4% -$17.7K 0.01% 782
2024
Q4 		$400K Sell
14,180
-380
-3% -$11.2K 0.01% 785
2024
Q3 		$421K Sell
14,560
-605
-4% -$16.9K 0.02% 723
2024
Q2 		$413K Hold
15,165
– – 0.02% 680
2024
Q1 		$411K Sell
15,165
-3,730
-20% -$95K 0.02% 652
2023
Q4 		$483K Sell
18,895
-800
-4% -$20.4K 0.03% 560
2023
Q3 		$499K Sell
19,695
-915
-4% -$23.6K 0.03% 489
2023
Q2 		$515K Sell
20,610
-850
-4% -$21.3K 0.04% 475
2023
Q1 		$542K Sell
21,460
-325
-1% -$8.2K 0.04% 435
2022
Q4 		$540K Buy
21,785
+540
+3% +$13.4K 0.05% 401
2022
Q3 		$483K Buy
21,245
+3,740
+21% +$91.8K 0.04% 404
2022
Q2 		$433K Buy
17,505
+6,005
+52% +$163K 0.05% 413
2022
Q1 		$323K Hold
11,500
– – 0.03% 571
2021
Q4 		$285K Buy
11,500
+1,900
+20% +$50.9K 0.02% 617
2021
Q3 		$244K Buy
9,600
+800
+9% +$20.4K 0.03% 600
2021
Q2 		$226K Buy
+8,800
New +$223K 0.02% 626

Other funds holding RAAX

RA
Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return
CP
Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
CIG
Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return
EA
Echo45 Advisors Walnut Creek, California $219M AUM 13.71% 1-Year Est. Return
WCG
Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return
YIA
YHB Investment Advisors West Hartford, Connecticut $1.59B AUM 21.04% 1-Year Est. Return
PFA
Professional Financial Advisors North Platte, Nebraska $588M AUM 13.27% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
CIA
Cape Investment Advisory Mcdonough, Georgia $388M AUM 17.15% 1-Year Est. Return

Independent Financial Group's RAAX Position: Q3 2026 in Review

Independent Financial Group held its VanEck Inflation Allocation ETF (RAAX) position steady in Q3 2026 at 12,626 shares worth $503K. The position accounts for 0.01% of the portfolio, ranked #1008.

Independent Financial Group first reported a position in RAAX in Q2 2021 and has held it in 22 quarters since. The position peaked at $542K in Q1 2023. 14 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

  • Independent Financial Group held 12,626 shares of VanEck Inflation Allocation ETF worth $503K as of Q3 2026.
  • Independent Financial Group left its VanEck Inflation Allocation ETF share count unchanged in Q3 2026.
  • VanEck Inflation Allocation ETF made up 0.01% of Independent Financial Group's portfolio in Q3 2026, its #1008 holding.
  • Independent Financial Group first reported a position in VanEck Inflation Allocation ETF in Q2 2021 and has held it in 22 quarters since.
  • Independent Financial Group's VanEck Inflation Allocation ETF position peaked at $542K in Q1 2023.
  • 14 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Independent Financial Group's 13F filing for Q3 2026, filed 13 Oct 2026.