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SageView Advisory Group’s VanEck Inflation Allocation ETF RAAX Stock Holding History

SageView Advisory Group’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 		– Sell
-837
Closed -$29.2K – 1989
2025
Q4 		$29.2K Buy
+837
New +$29.4K ﹤0.01% 1299

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38.1B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
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
BWA
Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.57B AUM 25.77% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $620M AUM 32.35% 1-Year Est. Return

SageView Advisory Group's RAAX Position: Q1 2026 in Review

SageView Advisory Group sold out of VanEck Inflation Allocation ETF (RAAX) in Q1 2026, closing a stake of 837 shares — an estimated $29.2K sold.

SageView Advisory Group first reported a position in RAAX in Q4 2025 and held it in 1 quarter. The position peaked at $29.2K in Q4 2025. 133 funds tracked by Wall St. Rank hold RAAX as of Q1 2026.

  • SageView Advisory Group reported no remaining VanEck Inflation Allocation ETF position as of Q1 2026 after selling out during the quarter.
  • SageView Advisory Group sold 837 VanEck Inflation Allocation ETF shares in Q1 2026, an estimated $29.2K.
  • SageView Advisory Group first reported a position in VanEck Inflation Allocation ETF in Q4 2025 and held it in 1 quarter.
  • SageView Advisory Group's VanEck Inflation Allocation ETF position peaked at $29.2K in Q4 2025.
  • 133 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q1 2026.

Based on SageView Advisory Group's 13F filing for Q1 2026, filed 10 Aug 2026.