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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
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

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Independent Financial Group's RAAX Position: Q2 2026 in Review

Independent Financial Group increased its VanEck Inflation Allocation ETF (RAAX) stake by 7.7% in Q2 2026, buying an estimated $37.1K and bringing the position to 12,626 shares worth $501K. The position accounts for 0.01% of the portfolio, ranked #992.

Independent Financial Group first reported a position in RAAX in Q2 2021 and has held it in 21 quarters since. The position peaked at $542K in Q1 2023. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • Independent Financial Group held 12,626 shares of VanEck Inflation Allocation ETF worth $501K as of Q2 2026.
  • Independent Financial Group bought 900 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $37.1K.
  • VanEck Inflation Allocation ETF made up 0.01% of Independent Financial Group's portfolio in Q2 2026, its #992 holding.
  • Independent Financial Group first reported a position in VanEck Inflation Allocation ETF in Q2 2021 and has held it in 21 quarters since.
  • Independent Financial Group's VanEck Inflation Allocation ETF position peaked at $542K in Q1 2023.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Independent Financial Group's 13F filing for Q2 2026, filed 15 Jul 2026.