Integrated Wealth Concepts
RAAX icon

Integrated Wealth Concepts’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Integrated Wealth Concepts’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 		$334K Buy
8,411
+2,868
+52% +$118K ﹤0.01% 1909
2026
Q1 		$226K Buy
+5,543
New +$218K ﹤0.01% 2032

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
Berger Financial Group
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
Beam Wealth Advisors
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
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Straightline Group
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

Integrated Wealth Concepts's RAAX Position: Q2 2026 in Review

Integrated Wealth Concepts increased its VanEck Inflation Allocation ETF (RAAX) stake by 52% in Q2 2026, buying an estimated $118K and bringing the position to 8,411 shares worth $334K. The position accounts for ﹤0.01% of the portfolio, ranked #1909.

Integrated Wealth Concepts first reported a position in RAAX in Q1 2026 and has held it in 2 quarters since. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • Integrated Wealth Concepts held 8,411 shares of VanEck Inflation Allocation ETF worth $334K as of Q2 2026.
  • Integrated Wealth Concepts bought 2,868 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $118K.
  • VanEck Inflation Allocation ETF made up ﹤0.01% of Integrated Wealth Concepts's portfolio in Q2 2026, its #1909 holding.
  • Integrated Wealth Concepts first reported a position in VanEck Inflation Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Integrated Wealth Concepts's 13F filing for Q2 2026, filed 12 Aug 2026.