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Opal Wealth Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Opal Wealth Advisors’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
-273
Closed -$7.4K – 1247
2024
Q1 		$7.4K Buy
+273
New +$6.95K ﹤0.01% 255

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

Opal Wealth Advisors's RAAX Position: Q2 2024 in Review

Opal Wealth Advisors sold out of VanEck Inflation Allocation ETF (RAAX) in Q2 2024, closing a stake of 273 shares — an estimated $7.4K sold.

Opal Wealth Advisors first reported a position in RAAX in Q1 2024 and held it in 1 quarter. The position peaked at $7.4K in Q1 2024. 34 funds tracked by Wall St. Rank hold RAAX as of Q2 2024.

  • Opal Wealth Advisors reported no remaining VanEck Inflation Allocation ETF position as of Q2 2024 after selling out during the quarter.
  • Opal Wealth Advisors sold 273 VanEck Inflation Allocation ETF shares in Q2 2024, an estimated $7.4K.
  • Opal Wealth Advisors first reported a position in VanEck Inflation Allocation ETF in Q1 2024 and held it in 1 quarter.
  • Opal Wealth Advisors's VanEck Inflation Allocation ETF position peaked at $7.4K in Q1 2024.
  • 34 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2024.

Based on Opal Wealth Advisors's 13F filing for Q2 2024, filed 12 Jul 2024.