Principal Securities
RAAX icon

Principal Securities’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Principal Securities’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
Q4 		– Sell
-100
Closed -$3.45K – 3014
2025
Q3 		$3.45K Sell
100
-8
-7% -$261 ﹤0.01% 3074
2025
Q2 		$3.35K Sell
108
-225
-68% -$6.82K ﹤0.01% 2989
2025
Q1 		$9.39K Hold
333
– – ﹤0.01% 2550
2024
Q4 		$9.39K Buy
+333
New +$9.8K ﹤0.01% 2545

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return
EFL
ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return
ACM
Avalon Capital Management Port Of Redwood City, California $423M AUM 54.12% 1-Year Est. Return
Miracle Mile Advisors
Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Principal Securities's RAAX Position: Q4 2025 in Review

Principal Securities sold out of VanEck Inflation Allocation ETF (RAAX) in Q4 2025, closing a stake of 100 shares — an estimated $3.45K sold.

Principal Securities first reported a position in RAAX in Q4 2024 and held it in 4 quarters. The position peaked at $9.39K in Q1 2025. 82 funds tracked by Wall St. Rank hold RAAX as of Q4 2025.

  • Principal Securities reported no remaining VanEck Inflation Allocation ETF position as of Q4 2025 after selling out during the quarter.
  • Principal Securities sold 100 VanEck Inflation Allocation ETF shares in Q4 2025, an estimated $3.45K.
  • Principal Securities first reported a position in VanEck Inflation Allocation ETF in Q4 2024 and held it in 4 quarters.
  • Principal Securities's VanEck Inflation Allocation ETF position peaked at $9.39K in Q1 2025.
  • 82 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q4 2025.

Based on Principal Securities's 13F filing for Q4 2025, filed 12 Feb 2026.