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Money Concepts Capital’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Money Concepts Capital’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
Q1 		– Sell
-3,212
Closed -$79.7K – 2335
2022
Q4 		$79.7K Buy
+3,212
New +$79.6K ﹤0.01% 1070

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
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 1-Year Est. Return
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 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
LWM
Lionsbridge Wealth Management Jacksonville Beach, Florida $99.5M AUM 25.42% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Money Concepts Capital's RAAX Position: Q1 2023 in Review

Money Concepts Capital sold out of VanEck Inflation Allocation ETF (RAAX) in Q1 2023, closing a stake of 3,212 shares — an estimated $79.7K sold.

Money Concepts Capital first reported a position in RAAX in Q4 2022 and held it in 1 quarter. The position peaked at $79.7K in Q4 2022. 40 funds tracked by Wall St. Rank hold RAAX as of Q1 2023.

  • Money Concepts Capital reported no remaining VanEck Inflation Allocation ETF position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 3,212 VanEck Inflation Allocation ETF shares in Q1 2023, an estimated $79.7K.
  • Money Concepts Capital first reported a position in VanEck Inflation Allocation ETF in Q4 2022 and held it in 1 quarter.
  • Money Concepts Capital's VanEck Inflation Allocation ETF position peaked at $79.7K in Q4 2022.
  • 40 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.