Spire Wealth Management
RAAX icon

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

Spire 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
Q3 		$102K Sell
2,551
-93
-4% -$3.77K ﹤0.01% 939
2026
Q2 		$105K Buy
2,644
+2,244
+561% +$92.5K ﹤0.01% 962
2026
Q1 		$16.3K Buy
+400
New +$15.8K ﹤0.01% 1485

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $115B AUM 18.52% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return
Berger Financial Group
Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Great Valley Advisor Group
Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return
Beam Wealth Advisors
Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return
New England Private Wealth Advisors
New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Spire Wealth Management's RAAX Position: Q3 2026 in Review

Spire Wealth Management reduced its VanEck Inflation Allocation ETF (RAAX) stake by 3.5% in Q3 2026, selling an estimated $3.77K and leaving 2,551 shares worth $102K. The position accounts for ﹤0.01% of the portfolio, ranked #939.

Spire Wealth Management first reported a position in RAAX in Q1 2026 and has held it in 3 quarters since. The position peaked at $105K in Q2 2026. 183 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

  • Spire Wealth Management held 2,551 shares of VanEck Inflation Allocation ETF worth $102K as of Q3 2026.
  • Spire Wealth Management sold 93 VanEck Inflation Allocation ETF shares in Q3 2026, an estimated $3.77K.
  • VanEck Inflation Allocation ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q3 2026, its #939 holding.
  • Spire Wealth Management first reported a position in VanEck Inflation Allocation ETF in Q1 2026 and has held it in 3 quarters since.
  • Spire Wealth Management's VanEck Inflation Allocation ETF position peaked at $105K in Q2 2026.
  • 183 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Spire Wealth Management's 13F filing for Q3 2026, filed 30 Oct 2026.