LPL Financial
RAAX icon

LPL Financial’s VanEck Inflation Allocation ETF RAAX Stock Holding History

LPL Financial’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
2026
Q2 		$180M Buy
4,526,966
+1,328,245
+42% +$54.8M 0.04% 430
2026
Q1 		$130M Buy
3,198,721
+1,392,900
+77% +$54.9M 0.03% 486
2025
Q4 		$63.1M Buy
1,805,821
+615,623
+52% +$21.6M 0.02% 763
2025
Q3 		$41M Buy
1,190,198
+413,864
+53% +$13.5M 0.01% 940
2025
Q2 		$24.1M Buy
776,334
+312,433
+67% +$9.47M 0.01% 1130
2025
Q1 		$14.1M Buy
463,901
+46,129
+11% +$1.36M 0.01% 1373
2024
Q4 		$11.8M Buy
417,772
+44,397
+12% +$1.31M ﹤0.01% 1416
2024
Q3 		$10.8M Sell
373,375
-7,488
-2% -$209K ﹤0.01% 1414
2024
Q2 		$10.4M Sell
380,863
-87,947
-19% -$2.4M 0.01% 1353
2024
Q1 		$12.7M Sell
468,810
-114,269
-20% -$2.91M 0.01% 1176
2023
Q4 		$14.9M Sell
583,079
-101,011
-15% -$2.58M 0.01% 1018
2023
Q3 		$17.3M Sell
684,090
-156,040
-19% -$4.03M 0.01% 865
2023
Q2 		$21M Sell
840,130
-62,489
-7% -$1.57M 0.02% 772
2023
Q1 		$22.8M Buy
902,619
+132,652
+17% +$3.35M 0.02% 705
2022
Q4 		$19.1M Sell
769,967
-107,305
-12% -$2.66M 0.02% 730
2022
Q3 		$19.9M Sell
877,272
-88,893
-9% -$2.18M 0.02% 655
2022
Q2 		$23.9M Buy
+966,165
New +$26.3M 0.02% 576

Other funds holding RAAX

Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

LPL Financial's RAAX Position: Q2 2026 in Review

LPL Financial increased its VanEck Inflation Allocation ETF (RAAX) stake by 42% in Q2 2026, buying an estimated $54.8M and bringing the position to 4,526,966 shares worth $180M. The position accounts for 0.04% of the portfolio, ranked #430.

LPL Financial first reported a position in RAAX in Q2 2022 and has held it in 17 quarters since. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • LPL Financial held 4,526,966 shares of VanEck Inflation Allocation ETF worth $180M as of Q2 2026.
  • LPL Financial bought 1,328,245 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $54.8M.
  • VanEck Inflation Allocation ETF made up 0.04% of LPL Financial's portfolio in Q2 2026, its #430 holding.
  • LPL Financial first reported a position in VanEck Inflation Allocation ETF in Q2 2022 and has held it in 17 quarters since.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.