Lionsbridge Wealth Management’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Lionsbridge Wealth Management’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 Q4	–	Sell	-30,467	Closed	-$882K	–	71
2024 Q3	$882K	Buy	30,467 +17,418	+133%	+$486K	0.7%	47
2024 Q2	$356K	Buy	+13,049	New	+$356K	0.28%	54
2023 Q2	–	Sell	-93,907	Closed	-$2.37M	–	49
2023 Q1	$2.37M	Sell	93,907 -1,705	-2%	-$43K	2.19%	14
2022 Q4	$2.37M	Buy	95,612 +65,937	+222%	+$1.63M	2.31%	12
2022 Q3	$674K	Buy	29,675 +1,152	+4%	+$28.3K	0.97%	27
2022 Q2	$705K	Buy	+28,523	New	+$776K	0.82%	34

Other funds holding RAAX

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

CFG

Copley Financial Group San Diego, California $165M AUM 27.22% 1-Year Est. Return

MMA

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

ACM

Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return

MFG

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

AWS

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

Lionsbridge Wealth Management's RAAX Position: Q4 2024 in Review

Lionsbridge Wealth Management sold out of VanEck Inflation Allocation ETF (RAAX) in Q4 2024, closing a stake of 30,467 shares — an estimated $882K sold.

Lionsbridge Wealth Management first reported a position in RAAX in Q2 2022 and held it in 6 quarters. The position peaked at $2.37M in Q4 2022. 39 funds tracked by Wall St. Rank hold RAAX as of Q4 2024.

Lionsbridge Wealth Management reported no remaining VanEck Inflation Allocation ETF position as of Q4 2024 after selling out during the quarter.
Lionsbridge Wealth Management sold 30,467 VanEck Inflation Allocation ETF shares in Q4 2024, an estimated $882K.
Lionsbridge Wealth Management first reported a position in VanEck Inflation Allocation ETF in Q2 2022 and held it in 6 quarters.
Lionsbridge Wealth Management's VanEck Inflation Allocation ETF position peaked at $2.37M in Q4 2022.
39 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q4 2024.

Based on Lionsbridge Wealth Management's 13F filing for Q4 2024, filed 16 Jan 2025.