Lokken Investment Group’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Lokken Investment Group’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 Q3	–	Sell	-79,613	Closed	-$1.99M	–	141
2023 Q2	$1.99M	Sell	79,613 -29,407	-27%	-$737K	1.3%	20
2023 Q1	$2.75M	Buy	109,020 +2,633	+2%	+$66.5K	2.09%	12
2022 Q4	$2.64M	Sell	106,387 -2,100	-2%	-$52.1K	2.08%	14
2022 Q3	$2.47M	Sell	108,487 -961	-0.9%	-$23.6K	2.13%	15
2022 Q2	$2.71M	Buy	109,448 +956	+0.9%	+$26K	2.2%	13
2022 Q1	$2.95M	Buy	+108,492	New	+$2.82M	2.34%	13

Other funds holding RAAX

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

SWP

Stratos Wealth Partners Beachwood, Ohio $9.93B AUM 28.91% 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

WAM

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Lokken Investment Group's RAAX Position: Q3 2023 in Review

Lokken Investment Group sold out of VanEck Inflation Allocation ETF (RAAX) in Q3 2023, closing a stake of 79,613 shares — an estimated $1.99M sold.

Lokken Investment Group first reported a position in RAAX in Q1 2022 and held it in 6 quarters. The position peaked at $2.95M in Q1 2022. 37 funds tracked by Wall St. Rank hold RAAX as of Q3 2023.

Lokken Investment Group reported no remaining VanEck Inflation Allocation ETF position as of Q3 2023 after selling out during the quarter.
Lokken Investment Group sold 79,613 VanEck Inflation Allocation ETF shares in Q3 2023, an estimated $1.99M.
Lokken Investment Group first reported a position in VanEck Inflation Allocation ETF in Q1 2022 and held it in 6 quarters.
Lokken Investment Group's VanEck Inflation Allocation ETF position peaked at $2.95M in Q1 2022.
37 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2023.

Based on Lokken Investment Group's 13F filing for Q3 2023, filed 13 Nov 2023.