Robertson Stephens Wealth Management’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Robertson Stephens Wealth Management’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	–	Sell	-4,965	Closed	-$202K	–	664
2026 Q1	$202K	Sell	4,965 -25,982	-84%	-$1.02M	0.01%	584
2025 Q4	$1.08M	Buy	30,947 +3,762	+14%	+$132K	0.03%	286
2025 Q3	$937K	Buy	+27,185	New	+$886K	0.03%	265

Other funds holding RAAX

BFG

Berger Financial Group Plymouth, Minnesota $1.96B AUM 20.58% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 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

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

BFA

Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return

BCA

Bayshore Capital Advisors Tampa, Florida $214M AUM

WSFS

Wilmington Savings Fund Society Wilmington, Delaware $4.48B AUM 24.77% 1-Year Est. Return

MWM

MinichMacGregor Wealth Management Saratoga Springs, New York $659M AUM 41.82% 1-Year Est. Return

EFL

ERn Financial LLC Middleton, Wisconsin $604M AUM 19.83% 1-Year Est. Return

Robertson Stephens Wealth Management's RAAX Position: Q2 2026 in Review

Robertson Stephens Wealth Management sold out of VanEck Inflation Allocation ETF (RAAX) in Q2 2026, closing a stake of 4,965 shares — an estimated $202K sold.

Robertson Stephens Wealth Management first reported a position in RAAX in Q3 2025 and held it in 3 quarters. The position peaked at $1.08M in Q4 2025. 101 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Robertson Stephens Wealth Management reported no remaining VanEck Inflation Allocation ETF position as of Q2 2026 after selling out during the quarter.
Robertson Stephens Wealth Management sold 4,965 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $202K.
Robertson Stephens Wealth Management first reported a position in VanEck Inflation Allocation ETF in Q3 2025 and held it in 3 quarters.
Robertson Stephens Wealth Management's VanEck Inflation Allocation ETF position peaked at $1.08M in Q4 2025.
101 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.