LSA
RAAX icon

Lion Street Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Lion Street 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
Q4 		– Sell
-8,971
Closed -$227K – 264
2023
Q3 		$227K Buy
+8,971
New +$232K 0.07% 223
2023
Q2 		– Sell
-10,632
Closed -$268K – 283
2023
Q1 		$268K Buy
+10,632
New +$268K 0.08% 196

Other funds holding RAAX

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
RJFSA
Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Lion Street Advisors's RAAX Position: Q4 2023 in Review

Lion Street Advisors sold out of VanEck Inflation Allocation ETF (RAAX) in Q4 2023, closing a stake of 8,971 shares — an estimated $227K sold.

Lion Street Advisors first reported a position in RAAX in Q1 2023 and held it in 2 quarters. The position peaked at $268K in Q1 2023. 36 funds tracked by Wall St. Rank hold RAAX as of Q4 2023.

  • Lion Street Advisors reported no remaining VanEck Inflation Allocation ETF position as of Q4 2023 after selling out during the quarter.
  • Lion Street Advisors sold 8,971 VanEck Inflation Allocation ETF shares in Q4 2023, an estimated $227K.
  • Lion Street Advisors first reported a position in VanEck Inflation Allocation ETF in Q1 2023 and held it in 2 quarters.
  • Lion Street Advisors's VanEck Inflation Allocation ETF position peaked at $268K in Q1 2023.
  • 36 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q4 2023.

Based on Lion Street Advisors's 13F filing for Q4 2023, filed 10 Jan 2024.