Osaic Holdings
RAAX icon

Osaic Holdings’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Osaic Holdings’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
2026
Q2 		$12.7M Buy
319,970
+199,944
+167% +$8.24M 0.01% 886
2026
Q1 		$4.89M Buy
120,026
+4,603
+4% +$181K 0.01% 1383
2025
Q4 		$4.03M Buy
115,423
+113,131
+4,936% +$3.97M 0.01% 1531
2025
Q3 		$76.1K Sell
2,292
-62
-3% -$2.02K ﹤0.01% 5011
2025
Q2 		$73.1K Buy
2,354
+1,810
+333% +$54.9K ﹤0.01% 4761
2025
Q1 		$16.6K Buy
544
+270
+99% +$7.97K ﹤0.01% 5478
2024
Q4 		$7.74K Buy
274
+1
+0.4% +$29 ﹤0.01% 5947
2024
Q3 		$7.9K Hold
273
– – ﹤0.01% 5960
2024
Q2 		$7.44K Sell
273
-9,070
-97% -$247K ﹤0.01% 5965
2024
Q1 		$253K Sell
9,343
-12,501
-57% -$318K ﹤0.01% 3486
2023
Q4 		$558K Sell
21,844
-12,577
-37% -$321K ﹤0.01% 3065
2023
Q3 		$872K Buy
34,421
+14,852
+76% +$384K ﹤0.01% 2755
2023
Q2 		$489K Sell
19,569
-12,448
-39% -$312K ﹤0.01% 3172
2023
Q1 		$808K Sell
32,017
-1,243
-4% -$31.4K ﹤0.01% 2678
2022
Q4 		$825K Sell
33,260
-943
-3% -$23.4K ﹤0.01% 2550
2022
Q3 		$777K Sell
34,203
-1,226
-3% -$30.1K ﹤0.01% 2464
2022
Q2 		$877K Buy
35,429
+13,150
+59% +$358K ﹤0.01% 2410
2022
Q1 		$627K Buy
22,279
+21,341
+2,275% +$555K ﹤0.01% 3007
2021
Q4 		$23K Buy
+938
New +$25.1K ﹤0.01% 5693

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $110B AUM 26.29% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
NEPWA
New England Private Wealth Advisors Wellesley, Massachusetts $1.04B AUM 18.89% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Osaic Holdings's RAAX Position: Q2 2026 in Review

Osaic Holdings increased its VanEck Inflation Allocation ETF (RAAX) stake by 167% in Q2 2026, buying an estimated $8.24M and bringing the position to 319,970 shares worth $12.7M. The position accounts for 0.01% of the portfolio, ranked #886.

Osaic Holdings first reported a position in RAAX in Q4 2021 and has held it in 19 quarters since. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • Osaic Holdings held 319,970 shares of VanEck Inflation Allocation ETF worth $12.7M as of Q2 2026.
  • Osaic Holdings bought 199,944 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $8.24M.
  • VanEck Inflation Allocation ETF made up 0.01% of Osaic Holdings's portfolio in Q2 2026, its #886 holding.
  • Osaic Holdings first reported a position in VanEck Inflation Allocation ETF in Q4 2021 and has held it in 19 quarters since.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Osaic Holdings's 13F filing for Q2 2026, filed 14 Aug 2026.