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Journey Strategic Wealth’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Journey Strategic Wealth’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
Q1 		$813K Sell
19,974
-977
-5% -$38.5K 0.02% 225
2025
Q4 		$732K Sell
20,951
-2,324
-10% -$81.5K 0.02% 230
2025
Q3 		$802K Sell
23,275
-200
-0.9% -$6.51K 0.02% 201
2025
Q2 		$729K Buy
23,475
+2,385
+11% +$72.3K 0.02% 214
2025
Q1 		$642K Buy
21,090
+461
+2% +$13.6K 0.02% 193
2024
Q4 		$582K Buy
20,629
+3,631
+21% +$107K 0.02% 192
2024
Q3 		$492K Sell
16,998
-76
-0.4% -$2.12K 0.02% 218
2024
Q2 		$465K Buy
17,074
+439
+3% +$12K 0.02% 173
2024
Q1 		$451K Sell
16,635
-8,710
-34% -$222K 0.02% 140
2023
Q4 		$647K Buy
25,345
+13,965
+123% +$357K 0.03% 87
2023
Q3 		$288K Buy
+11,380
New +$294K 0.01% 121
2023
Q1 		– Sell
-27,755
Closed -$688K – 279
2022
Q4 		$688K Buy
+27,755
New +$688K 0.08% 75

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Journey Strategic Wealth's RAAX Position: Q1 2026 in Review

Journey Strategic Wealth reduced its VanEck Inflation Allocation ETF (RAAX) stake by 4.7% in Q1 2026, selling an estimated $38.5K and leaving 19,974 shares worth $813K. The position accounts for 0.02% of the portfolio, ranked #225.

Journey Strategic Wealth first reported a position in RAAX in Q4 2022 and has held it in 12 quarters since. 131 funds tracked by Wall St. Rank hold RAAX as of Q1 2026.

  • Journey Strategic Wealth held 19,974 shares of VanEck Inflation Allocation ETF worth $813K as of Q1 2026.
  • Journey Strategic Wealth sold 977 VanEck Inflation Allocation ETF shares in Q1 2026, an estimated $38.5K.
  • VanEck Inflation Allocation ETF made up 0.02% of Journey Strategic Wealth's portfolio in Q1 2026, its #225 holding.
  • Journey Strategic Wealth first reported a position in VanEck Inflation Allocation ETF in Q4 2022 and has held it in 12 quarters since.
  • 131 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2026.

Based on Journey Strategic Wealth's 13F filing for Q1 2026, filed 15 Apr 2026.