Kestra Advisory Services’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Kestra Advisory Services’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	$7.18M	Buy	180,318 +134,647	+295%	+$5.46M	0.02%	727
2026 Q2	$1.81M	Buy	45,671 +29,070	+175%	+$1.2M	0.01%	1424
2026 Q1	$676K	Buy	16,601 +7,618	+85%	+$300K	﹤0.01%	2003
2025 Q4	$314K	Buy	8,983 +1,025	+13%	+$35.9K	﹤0.01%	2505
2025 Q3	$274K	Buy	7,958 +415	+6%	+$13.5K	﹤0.01%	2522
2025 Q2	$234K	Buy	+7,543	New	+$229K	﹤0.01%	2554

Other funds holding RAAX

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return

Ferguson Shapiro Decatur, Georgia $344M AUM 7.89% 1-Year Est. Return

Wilmington Savings Fund Society Wilmington, Delaware $4.39B AUM 17.99% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $613M AUM 12.18% 1-Year Est. Return

Kestra Advisory Services's RAAX Position: Q3 2026 in Review

Kestra Advisory Services increased its VanEck Inflation Allocation ETF (RAAX) stake by 295% in Q3 2026, buying an estimated $5.46M and bringing the position to 180,318 shares worth $7.18M. The position accounts for 0.02% of the portfolio, ranked #727.

Kestra Advisory Services first reported a position in RAAX in Q2 2025 and has held it in 6 quarters since. 107 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

Kestra Advisory Services held 180,318 shares of VanEck Inflation Allocation ETF worth $7.18M as of Q3 2026.
Kestra Advisory Services bought 134,647 VanEck Inflation Allocation ETF shares in Q3 2026, an estimated $5.46M.
VanEck Inflation Allocation ETF made up 0.02% of Kestra Advisory Services's portfolio in Q3 2026, its #727 holding.
Kestra Advisory Services first reported a position in VanEck Inflation Allocation ETF in Q2 2025 and has held it in 6 quarters since.
107 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Kestra Advisory Services's 13F filing for Q3 2026, filed 2 Nov 2026.