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Lantz Financial’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Lantz Financial’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
2022
Q3 		– Sell
-169,696
Closed -$4.2M – 174
2022
Q2 		$4.2M Buy
+169,696
New +$4.62M 1.9% 9

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Lantz Financial's RAAX Position: Q3 2022 in Review

Lantz Financial sold out of VanEck Inflation Allocation ETF (RAAX) in Q3 2022, closing a stake of 169,696 shares — an estimated $4.2M sold.

Lantz Financial first reported a position in RAAX in Q2 2022 and held it in 1 quarter. The position peaked at $4.2M in Q2 2022. 43 funds tracked by Wall St. Rank hold RAAX as of Q3 2022.

  • Lantz Financial reported no remaining VanEck Inflation Allocation ETF position as of Q3 2022 after selling out during the quarter.
  • Lantz Financial sold 169,696 VanEck Inflation Allocation ETF shares in Q3 2022, an estimated $4.2M.
  • Lantz Financial first reported a position in VanEck Inflation Allocation ETF in Q2 2022 and held it in 1 quarter.
  • Lantz Financial's VanEck Inflation Allocation ETF position peaked at $4.2M in Q2 2022.
  • 43 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2022.

Based on Lantz Financial's 13F filing for Q3 2022, filed 17 Oct 2022.