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 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 $445B AUM 25.58% 1-Year Est. Return

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 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 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 Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Principle Wealth Partners's RAAX Position: Q2 2026 in Review

Principle Wealth Partners increased its VanEck Inflation Allocation ETF (RAAX) stake by 12% in Q2 2026, buying an estimated $373K and bringing the position to 83,963 shares worth $3.33M. The position accounts for 0.16% of the portfolio, ranked #110.

Principle Wealth Partners first reported a position in RAAX in Q3 2025 and has held it in 4 quarters since. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Principle Wealth Partners held 83,963 shares of VanEck Inflation Allocation ETF worth $3.33M as of Q2 2026.
Principle Wealth Partners bought 9,050 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $373K.
VanEck Inflation Allocation ETF made up 0.16% of Principle Wealth Partners's portfolio in Q2 2026, its #110 holding.
Principle Wealth Partners first reported a position in VanEck Inflation Allocation ETF in Q3 2025 and has held it in 4 quarters since.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Principle Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.