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 Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 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.