Smart Portfolios LLC’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Smart Portfolios LLC’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
2024 Q2	–	Sell	-59,583	Closed	-$1.61M	–	103
2024 Q1	$1.61M	Sell	59,583 -361	-0.6%	-$9.19K	1.7%	16
2023 Q4	$1.5M	Sell	59,944 -5,195	-8%	-$133K	1.76%	17
2023 Q3	$1.65M	Sell	65,139 -563	-0.9%	-$14.6K	2.96%	12
2023 Q2	$1.64M	Buy	+65,702	New	+$1.65M	2.88%	12

Other funds holding RAAX

LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return

BWA

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

MMA

Miracle Mile Advisors Los Angeles, California $8.53B AUM 21.43% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

OPS

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

EFS

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

AWM

Austin Wealth Management Austin, Texas $473M AUM 18.73% 1-Year Est. Return

AWS

Atria Wealth Solutions New York $4.42B AUM 16.4% 1-Year Est. Return

MFG

Magnus Financial Group New York $1.41B AUM 23.4% 1-Year Est. Return

SPA

Sentinel Pension Advisors Wakefield, Massachusetts $762M AUM 16.88% 1-Year Est. Return

Smart Portfolios LLC's RAAX Position: Q2 2024 in Review

Smart Portfolios LLC sold out of VanEck Inflation Allocation ETF (RAAX) in Q2 2024, closing a stake of 59,583 shares — an estimated $1.61M sold.

Smart Portfolios LLC first reported a position in RAAX in Q2 2023 and held it in 4 quarters. The position peaked at $1.65M in Q3 2023. 34 funds tracked by Wall St. Rank hold RAAX as of Q2 2024.

Smart Portfolios LLC reported no remaining VanEck Inflation Allocation ETF position as of Q2 2024 after selling out during the quarter.
Smart Portfolios LLC sold 59,583 VanEck Inflation Allocation ETF shares in Q2 2024, an estimated $1.61M.
Smart Portfolios LLC first reported a position in VanEck Inflation Allocation ETF in Q2 2023 and held it in 4 quarters.
Smart Portfolios LLC's VanEck Inflation Allocation ETF position peaked at $1.65M in Q3 2023.
34 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2024.

Based on Smart Portfolios LLC's 13F filing for Q2 2024, filed 22 Jul 2024.