Realta Investment Advisors’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Realta Investment 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 Q2	$370K	Buy	9,320 +1,520	+19%	+$62.7K	0.11%	158
2026 Q1	$318K	Buy	7,800 +1,100	+16%	+$43.4K	0.11%	158
2025 Q4	$234K	Buy	6,700 +5,500	+458%	+$193K	0.08%	184
2025 Q3	$41.4K	Buy	+1,200	New	+$39.1K	0.01%	242
2023 Q4	–	Sell	-355	Closed	-$8.88K	–	711
2023 Q3	$8.88K	Hold	355	–	–	﹤0.01%	681
2023 Q2	$8.88K	Buy	+355	New	+$8.89K	﹤0.01%	734
2023 Q1	–	Sell	-1,900	Closed	-$47.1K	–	728
2022 Q4	$47.1K	Buy	1,900 +29	+2%	+$719	0.01%	555
2022 Q3	$43K	Buy	+1,871	New	+$45.9K	0.01%	543

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

Realta Investment Advisors's RAAX Position: Q2 2026 in Review

Realta Investment Advisors increased its VanEck Inflation Allocation ETF (RAAX) stake by 19% in Q2 2026, buying an estimated $62.7K and bringing the position to 9,320 shares worth $370K. The position accounts for 0.11% of the portfolio, ranked #158.

Realta Investment Advisors first reported a position in RAAX in Q3 2022 and has held it in 8 quarters since. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Realta Investment Advisors held 9,320 shares of VanEck Inflation Allocation ETF worth $370K as of Q2 2026.
Realta Investment Advisors bought 1,520 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $62.7K.
VanEck Inflation Allocation ETF made up 0.11% of Realta Investment Advisors's portfolio in Q2 2026, its #158 holding.
Realta Investment Advisors first reported a position in VanEck Inflation Allocation ETF in Q3 2022 and has held it in 8 quarters since.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Realta Investment Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.