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NorthRock Partners’s VanEck Inflation Allocation ETF RAAX Stock Holding History

NorthRock Partners’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
2024
Q2 		– Sell
-40
Closed -$1.08K – 852
2024
Q1 		$1.08K Hold
40
– – ﹤0.01% 804
2023
Q4 		$1.02K Buy
+40
New +$1.02K ﹤0.01% 743

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
OPS
Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
AWM
Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return

NorthRock Partners's RAAX Position: Q2 2024 in Review

NorthRock Partners sold out of VanEck Inflation Allocation ETF (RAAX) in Q2 2024, closing a stake of 40 shares — an estimated $1.08K sold.

NorthRock Partners first reported a position in RAAX in Q4 2023 and held it in 2 quarters. The position peaked at $1.08K in Q1 2024. 34 funds tracked by Wall St. Rank hold RAAX as of Q2 2024.

  • NorthRock Partners reported no remaining VanEck Inflation Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • NorthRock Partners sold 40 VanEck Inflation Allocation ETF shares in Q2 2024, an estimated $1.08K.
  • NorthRock Partners first reported a position in VanEck Inflation Allocation ETF in Q4 2023 and held it in 2 quarters.
  • NorthRock Partners's VanEck Inflation Allocation ETF position peaked at $1.08K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2024.

Based on NorthRock Partners's 13F filing for Q2 2024, filed 6 Aug 2024.