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

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

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

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

Miracle Mile Advisors Los Angeles, California $7.28B AUM 16.22% 1-Year Est. Return

Avalon Capital Management Port Of Redwood City, California $354M AUM 50.12% 1-Year Est. Return

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

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

Virtu Financial New York $2.41B AUM 48.35% 1-Year Est. Return

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

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