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 Q3	$444K	Buy	11,135 +1,815	+19%	+$73.6K	0.13%	148
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

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

Riversedge Advisors Wilmington, Delaware $813M AUM 18.09% 1-Year Est. Return

AWM

Aureum Wealth Management North Palm Beach, Florida $162M AUM 9.8% 1-Year Est. Return

FHB

First Hawaiian Bank Honolulu, Hawaii $826M AUM 13.14% 1-Year Est. Return

Castleview Partners Dallas, Texas $228M AUM 13.32% 1-Year Est. Return

WIM

WealthPlan Investment Management Omaha, Nebraska $2.07B AUM 21.2% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

BAWC

Boyce & Associates Wealth Consulting Cedar Park, Texas $165M AUM 13.3% 1-Year Est. Return

EntreWealth Austin, Texas $281M AUM 12.86% 1-Year Est. Return

CIG

Cascade Investment Group Colorado Springs, Colorado $181M AUM 23.71% 1-Year Est. Return

Realta Investment Advisors's RAAX Position: Q3 2026 in Review

Realta Investment Advisors increased its VanEck Inflation Allocation ETF (RAAX) stake by 19% in Q3 2026, buying an estimated $73.6K and bringing the position to 11,135 shares worth $444K. The position accounts for 0.13% of the portfolio, ranked #148.

Realta Investment Advisors first reported a position in RAAX in Q3 2022 and has held it in 9 quarters since. 25 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

Realta Investment Advisors held 11,135 shares of VanEck Inflation Allocation ETF worth $444K as of Q3 2026.
Realta Investment Advisors bought 1,815 VanEck Inflation Allocation ETF shares in Q3 2026, an estimated $73.6K.
VanEck Inflation Allocation ETF made up 0.13% of Realta Investment Advisors's portfolio in Q3 2026, its #148 holding.
Realta Investment Advisors first reported a position in VanEck Inflation Allocation ETF in Q3 2022 and has held it in 9 quarters since.
25 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Realta Investment Advisors's 13F filing for Q3 2026, filed 14 Oct 2026.