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 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	–	712
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 $376B AUM 19.32% 1-Year Est. Return

Carson Wealth (CWM LLC)

Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return

Cetera Investment Advisers

Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return

Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return