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Mariner Independent Advisor Network’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Mariner Independent Advisor Network’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
2022
Q3 		$1.45M Buy
63,868
+9,075
+17% +$223K 0.06% 309
2022
Q2 		$1.32M Buy
+54,793
New +$1.49M 0.06% 321

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $2.01B AUM 27.28% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
DC
DeDora Capital Napa, California $460M AUM 25.48% 1-Year Est. Return

Mariner Independent Advisor Network's RAAX Position: Q3 2022 in Review

Mariner Independent Advisor Network increased its VanEck Inflation Allocation ETF (RAAX) stake by 17% in Q3 2022, buying an estimated $223K and bringing the position to 63,868 shares worth $1.45M. The position accounts for 0.06% of the portfolio, ranked #309.

Mariner Independent Advisor Network first reported a position in RAAX in Q2 2022 and has held it in 2 quarters since. 43 funds tracked by Wall St. Rank hold RAAX as of Q3 2022.

  • Mariner Independent Advisor Network held 63,868 shares of VanEck Inflation Allocation ETF worth $1.45M as of Q3 2022.
  • Mariner Independent Advisor Network bought 9,075 VanEck Inflation Allocation ETF shares in Q3 2022, an estimated $223K.
  • VanEck Inflation Allocation ETF made up 0.06% of Mariner Independent Advisor Network's portfolio in Q3 2022, its #309 holding.
  • Mariner Independent Advisor Network first reported a position in VanEck Inflation Allocation ETF in Q2 2022 and has held it in 2 quarters since.
  • 43 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2022.

Based on Mariner Independent Advisor Network's 13F filing for Q3 2022, filed 10 Nov 2022.