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Interactive Financial Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Interactive Financial Advisors’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
2023
Q1 		– Sell
-2,847
Closed -$70.6K – 140
2022
Q4 		$70.6K Hold
2,847
– – 0.04% 116
2022
Q3 		$65K Hold
2,847
– – 0.04% 116
2022
Q2 		$70K Buy
+2,847
New +$77.5K 0.04% 102

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $95.2B AUM 32.92% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $523M AUM 23.92% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $102M AUM 28.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Interactive Financial Advisors's RAAX Position: Q1 2023 in Review

Interactive Financial Advisors sold out of VanEck Inflation Allocation ETF (RAAX) in Q1 2023, closing a stake of 2,847 shares — an estimated $70.6K sold.

Interactive Financial Advisors first reported a position in RAAX in Q2 2022 and held it in 3 quarters. The position peaked at $70.6K in Q4 2022. 40 funds tracked by Wall St. Rank hold RAAX as of Q1 2023.

  • Interactive Financial Advisors reported no remaining VanEck Inflation Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Interactive Financial Advisors sold 2,847 VanEck Inflation Allocation ETF shares in Q1 2023, an estimated $70.6K.
  • Interactive Financial Advisors first reported a position in VanEck Inflation Allocation ETF in Q2 2022 and held it in 3 quarters.
  • Interactive Financial Advisors's VanEck Inflation Allocation ETF position peaked at $70.6K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2023.

Based on Interactive Financial Advisors's 13F filing for Q1 2023, filed 27 Apr 2023.