Lindbrook Capital’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Lindbrook Capital’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
2024 Q3	–	Sell	-3,980	Closed	-$108K	–	2893
2024 Q2	$108K	Hold	3,980	–	–	0.01%	518
2024 Q1	$108K	Hold	3,980	–	–	0.01%	512
2023 Q4	$102K	Hold	3,980	–	–	0.01%	517
2023 Q3	$101K	Hold	3,980	–	–	0.01%	470
2023 Q2	$99.5K	Hold	3,980	–	–	0.01%	486
2023 Q1	$100K	Hold	3,980	–	–	0.01%	481
2022 Q4	$98.7K	Hold	3,980	–	–	0.01%	486
2022 Q3	$90K	Hold	3,980	–	–	0.02%	462
2022 Q2	$99K	Hold	3,980	–	–	0.02%	441
2022 Q1	$112K	Buy	+3,980	New	+$103K	0.02%	430

Other funds holding RAAX

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

CFG

Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $440M AUM 17.66% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

Lindbrook Capital's RAAX Position: Q3 2024 in Review

Lindbrook Capital sold out of VanEck Inflation Allocation ETF (RAAX) in Q3 2024, closing a stake of 3,980 shares — an estimated $108K sold.

Lindbrook Capital first reported a position in RAAX in Q1 2022 and held it in 10 quarters. The position peaked at $112K in Q1 2022. 36 funds tracked by Wall St. Rank hold RAAX as of Q3 2024.

Lindbrook Capital reported no remaining VanEck Inflation Allocation ETF position as of Q3 2024 after selling out during the quarter.
Lindbrook Capital sold 3,980 VanEck Inflation Allocation ETF shares in Q3 2024, an estimated $108K.
Lindbrook Capital first reported a position in VanEck Inflation Allocation ETF in Q1 2022 and held it in 10 quarters.
Lindbrook Capital's VanEck Inflation Allocation ETF position peaked at $112K in Q1 2022.
36 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2024.

Based on Lindbrook Capital's 13F filing for Q3 2024, filed 1 Nov 2024.