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Orion Portfolio Solutions’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Orion Portfolio Solutions’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
2025
Q1 		– Sell
-9,941
Closed -$280K – 1961
2024
Q4 		$280K Sell
9,941
-110,116
-92% -$3.24M ﹤0.01% 1593
2024
Q3 		$3.47M Sell
120,057
-50,175
-29% -$1.4M 0.03% 444
2024
Q2 		$4.64M Buy
170,232
+10,265
+6% +$280K 0.05% 330
2024
Q1 		$4.34M Buy
159,967
+19,916
+14% +$507K 0.05% 359
2023
Q4 		$3.57M Buy
140,051
+23,399
+20% +$598K 0.04% 390
2023
Q3 		$2.95M Buy
116,652
+14,786
+15% +$382K 0.04% 449
2023
Q2 		$2.55M Buy
101,866
+25,666
+34% +$643K 0.03% 544
2023
Q1 		$1.92M Sell
76,200
-2,172
-3% -$54.8K 0.02% 606
2022
Q4 		$1.94M Buy
78,372
+15,252
+24% +$378K 0.07% 199
2022
Q3 		$1.44M Buy
63,120
+15,669
+33% +$385K 0.06% 199
2022
Q2 		$1.17M Buy
47,451
+11,718
+33% +$319K 0.05% 229
2022
Q1 		$1M Buy
35,733
+18,049
+102% +$469K 0.04% 266
2021
Q4 		$439K Buy
+17,684
New +$474K 0.01% 457

Other funds holding RAAX

BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
CFG
Copley Financial Group San Diego, California $166M AUM 26.42% 1-Year Est. Return
MMA
Miracle Mile Advisors Los Angeles, California $7.29B AUM 16.22% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 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 $440M AUM 17.66% 1-Year Est. Return
MFG
Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return
AAS
Avantax Advisory Services Dallas, Texas $18.2B AUM 15.06% 1-Year Est. Return
AWS
Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

Orion Portfolio Solutions's RAAX Position: Q1 2025 in Review

Orion Portfolio Solutions sold out of VanEck Inflation Allocation ETF (RAAX) in Q1 2025, closing a stake of 9,941 shares — an estimated $280K sold.

Orion Portfolio Solutions first reported a position in RAAX in Q4 2021 and held it in 13 quarters. The position peaked at $4.64M in Q2 2024. 41 funds tracked by Wall St. Rank hold RAAX as of Q1 2025.

  • Orion Portfolio Solutions reported no remaining VanEck Inflation Allocation ETF position as of Q1 2025 after selling out during the quarter.
  • Orion Portfolio Solutions sold 9,941 VanEck Inflation Allocation ETF shares in Q1 2025, an estimated $280K.
  • Orion Portfolio Solutions first reported a position in VanEck Inflation Allocation ETF in Q4 2021 and held it in 13 quarters.
  • Orion Portfolio Solutions's VanEck Inflation Allocation ETF position peaked at $4.64M in Q2 2024.
  • 41 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2025.

Based on Orion Portfolio Solutions's 13F filing for Q1 2025, filed 14 May 2025.