MFG
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Magnus Financial Group’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Magnus Financial 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
2026
Q2 		$3.9M Buy
98,355
+26,258
+36% +$1.08M 0.28% 70
2026
Q1 		$2.94M Buy
72,097
+23,751
+49% +$936K 0.24% 79
2025
Q4 		$1.69M Buy
48,346
+1,994
+4% +$69.9K 0.13% 129
2025
Q3 		$1.6M Buy
46,352
+2,012
+5% +$65.5K 0.13% 129
2025
Q2 		$1.38M Buy
44,340
+4,762
+12% +$144K 0.12% 132
2025
Q1 		$1.2M Buy
39,578
+2,915
+8% +$86.1K 0.12% 140
2024
Q4 		$1.03M Buy
36,663
+539
+1% +$15.9K 0.1% 149
2024
Q3 		$1.05M Buy
36,124
+2,196
+6% +$61.3K 0.11% 147
2024
Q2 		$924K Buy
33,928
+3,269
+11% +$89.2K 0.1% 145
2024
Q1 		$831K Buy
30,659
+1,961
+7% +$49.9K 0.1% 150
2023
Q4 		$733K Buy
28,698
+6,768
+31% +$173K 0.1% 147
2023
Q3 		$555K Buy
21,930
+2,756
+14% +$71.2K 0.08% 155
2023
Q2 		$479K Buy
19,174
+3,780
+25% +$94.7K 0.07% 172
2023
Q1 		$389K Buy
15,394
+2,365
+18% +$59.7K 0.06% 193
2022
Q4 		$323K Sell
13,029
-1,931
-13% -$47.9K 0.05% 200
2022
Q3 		$340K Buy
14,960
+5,956
+66% +$146K 0.06% 181
2022
Q2 		$223K Buy
9,004
+463
+5% +$12.6K 0.04% 247
2022
Q1 		$240K Buy
+8,541
New +$222K 0.04% 249

Other funds holding RAAX

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

Magnus Financial Group's RAAX Position: Q2 2026 in Review

Magnus Financial Group increased its VanEck Inflation Allocation ETF (RAAX) stake by 36% in Q2 2026, buying an estimated $1.08M and bringing the position to 98,355 shares worth $3.9M. The position accounts for 0.28% of the portfolio, ranked #70.

Magnus Financial Group first reported a position in RAAX in Q1 2022 and has held it in 18 quarters since. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • Magnus Financial Group held 98,355 shares of VanEck Inflation Allocation ETF worth $3.9M as of Q2 2026.
  • Magnus Financial Group bought 26,258 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $1.08M.
  • VanEck Inflation Allocation ETF made up 0.28% of Magnus Financial Group's portfolio in Q2 2026, its #70 holding.
  • Magnus Financial Group first reported a position in VanEck Inflation Allocation ETF in Q1 2022 and has held it in 18 quarters since.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Magnus Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.