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

Prevail Innovative 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
2026 Q1	$1.7M	Buy	41,816 +9,002	+27%	+$355K	0.29%	106
2025 Q4	$1.15M	Buy	32,814 +6,645	+25%	+$233K	0.21%	139
2025 Q3	$902K	Buy	26,169 +373	+1%	+$12.2K	0.18%	149
2025 Q2	$801K	Buy	25,796 +5,522	+27%	+$167K	0.18%	151
2025 Q1	$617K	Buy	+20,274	New	+$599K	0.16%	138

Other funds holding RAAX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

BFG

Berger Financial Group Plymouth, Minnesota $1.79B AUM 15.72% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

Prevail Innovative Wealth Advisors's RAAX Position: Q1 2026 in Review

Prevail Innovative Wealth Advisors increased its VanEck Inflation Allocation ETF (RAAX) stake by 27% in Q1 2026, buying an estimated $355K and bringing the position to 41,816 shares worth $1.7M. The position accounts for 0.29% of the portfolio, ranked #106.

Prevail Innovative Wealth Advisors first reported a position in RAAX in Q1 2025 and has held it in 5 quarters since. 131 funds tracked by Wall St. Rank hold RAAX as of Q1 2026.

Prevail Innovative Wealth Advisors held 41,816 shares of VanEck Inflation Allocation ETF worth $1.7M as of Q1 2026.
Prevail Innovative Wealth Advisors bought 9,002 VanEck Inflation Allocation ETF shares in Q1 2026, an estimated $355K.
VanEck Inflation Allocation ETF made up 0.29% of Prevail Innovative Wealth Advisors's portfolio in Q1 2026, its #106 holding.
Prevail Innovative Wealth Advisors first reported a position in VanEck Inflation Allocation ETF in Q1 2025 and has held it in 5 quarters since.
131 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2026.

Based on Prevail Innovative Wealth Advisors's 13F filing for Q1 2026, filed 30 Apr 2026.