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
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

Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $532M AUM 15.53% 1-Year Est. Return