Patriot Financial Group Insurance Agency’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Patriot Financial Group Insurance Agency’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
2023 Q4	–	Sell	-13,923	Closed	-$353K	–	496
2023 Q3	$353K	Buy	13,923 +791	+6%	+$20.4K	0.07%	302
2023 Q2	$328K	Buy	13,132 +824	+7%	+$20.6K	0.06%	316
2023 Q1	$311K	Buy	12,308 +958	+8%	+$24.2K	0.06%	328
2022 Q4	$281K	Buy	11,350 +100	+0.9%	+$2.48K	0.04%	326
2022 Q3	$256K	Buy	11,250 +5,000	+80%	+$123K	0.06%	330
2022 Q2	$155K	Buy	6,250 +500	+9%	+$13.6K	0.03%	441
2022 Q1	$162K	Buy	+5,750	New	+$149K	0.03%	453

Other funds holding RAAX

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 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

RJFSA

Raymond James Financial Services Advisors St. Petersburg, Florida $75.1B AUM 31.89% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

SPL

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Patriot Financial Group Insurance Agency's RAAX Position: Q4 2023 in Review

Patriot Financial Group Insurance Agency sold out of VanEck Inflation Allocation ETF (RAAX) in Q4 2023, closing a stake of 13,923 shares — an estimated $353K sold.

Patriot Financial Group Insurance Agency first reported a position in RAAX in Q1 2022 and held it in 7 quarters. The position peaked at $353K in Q3 2023. 36 funds tracked by Wall St. Rank hold RAAX as of Q4 2023.

Patriot Financial Group Insurance Agency reported no remaining VanEck Inflation Allocation ETF position as of Q4 2023 after selling out during the quarter.
Patriot Financial Group Insurance Agency sold 13,923 VanEck Inflation Allocation ETF shares in Q4 2023, an estimated $353K.
Patriot Financial Group Insurance Agency first reported a position in VanEck Inflation Allocation ETF in Q1 2022 and held it in 7 quarters.
Patriot Financial Group Insurance Agency's VanEck Inflation Allocation ETF position peaked at $353K in Q3 2023.
36 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q4 2023.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q4 2023, filed 19 Jan 2024.