Principle Wealth Partners’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Principle Wealth Partners’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 Q3	$3.61M	Buy	90,667 +6,704	+8%	+$272K	0.17%	103
2026 Q2	$3.33M	Buy	83,963 +9,050	+12%	+$373K	0.16%	110
2026 Q1	$3.05M	Buy	74,913 +36,835	+97%	+$1.45M	0.17%	103
2025 Q4	$1.33M	Buy	38,078 +30,498	+402%	+$1.07M	0.07%	151
2025 Q3	$261K	Buy	+7,580	New	+$247K	0.02%	327

Other funds holding RAAX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Straightline Group Troy, Michigan $139M AUM 2.92% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Bayshore Capital Advisors Tampa, Florida $194M AUM 5.69% 1-Year Est. Return

Principle Wealth Partners's RAAX Position: Q3 2026 in Review

Principle Wealth Partners increased its VanEck Inflation Allocation ETF (RAAX) stake by 8% in Q3 2026, buying an estimated $272K and bringing the position to 90,667 shares worth $3.61M. The position accounts for 0.17% of the portfolio, ranked #103.

Principle Wealth Partners first reported a position in RAAX in Q3 2025 and has held it in 5 quarters since. 137 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

Principle Wealth Partners held 90,667 shares of VanEck Inflation Allocation ETF worth $3.61M as of Q3 2026.
Principle Wealth Partners bought 6,704 VanEck Inflation Allocation ETF shares in Q3 2026, an estimated $272K.
VanEck Inflation Allocation ETF made up 0.17% of Principle Wealth Partners's portfolio in Q3 2026, its #103 holding.
Principle Wealth Partners first reported a position in VanEck Inflation Allocation ETF in Q3 2025 and has held it in 5 quarters since.
137 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Principle Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.