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Moors & Cabot’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Moors & Cabot’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
Q4 		– Sell
-19,099
Closed -$434K – 883
2022
Q3 		$434K Buy
19,099
+4,603
+32% +$113K 0.03% 435
2022
Q2 		$359K Sell
14,496
-244
-2% -$6.64K 0.03% 506
2022
Q1 		$414K Sell
14,740
-136
-0.9% -$3.54K 0.03% 521
2021
Q4 		$369K Buy
+14,876
New +$398K 0.02% 561

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
WP
WealthPLAN Partners Omaha, Nebraska $518M AUM 17.96% 1-Year Est. Return
WIM
WealthPlan Investment Management Omaha, Nebraska $1.79B AUM 17.59% 1-Year Est. Return
Mariner
Mariner Overland Park, Kansas $85.7B AUM 24.21% 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 $676M AUM 15.31% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
LIG
Lokken Investment Group Lewes, Delaware $291M AUM 13.61% 1-Year Est. Return

Moors & Cabot's RAAX Position: Q4 2022 in Review

Moors & Cabot sold out of VanEck Inflation Allocation ETF (RAAX) in Q4 2022, closing a stake of 19,099 shares — an estimated $434K sold.

Moors & Cabot first reported a position in RAAX in Q4 2021 and held it in 4 quarters. The position peaked at $434K in Q3 2022. 42 funds tracked by Wall St. Rank hold RAAX as of Q4 2022.

  • Moors & Cabot reported no remaining VanEck Inflation Allocation ETF position as of Q4 2022 after selling out during the quarter.
  • Moors & Cabot sold 19,099 VanEck Inflation Allocation ETF shares in Q4 2022, an estimated $434K.
  • Moors & Cabot first reported a position in VanEck Inflation Allocation ETF in Q4 2021 and held it in 4 quarters.
  • Moors & Cabot's VanEck Inflation Allocation ETF position peaked at $434K in Q3 2022.
  • 42 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q4 2022.

Based on Moors & Cabot's 13F filing for Q4 2022, filed 7 Feb 2023.