Steward Partners Investment Advisory’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Steward Partners Investment Advisory’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	$2.17M	Buy	54,585 +27,087	+99%	+$1.12M	0.01%	878
2026 Q1	$1.12M	Buy	27,498 +11,528	+72%	+$454K	0.01%	1110
2025 Q4	$558K	Buy	15,970 +15,470	+3,094%	+$543K	﹤0.01%	1360
2025 Q3	$17.2K	Hold	500	–	–	﹤0.01%	3158
2025 Q2	$15.5K	Buy	+500	New	+$15.2K	﹤0.01%	3021

Other funds holding RAAX

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

BWA

Beam Wealth Advisors Covington, Louisiana $453M AUM 20.36% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 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

Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return

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

Steward Partners Investment Advisory's RAAX Position: Q2 2026 in Review

Steward Partners Investment Advisory increased its VanEck Inflation Allocation ETF (RAAX) stake by 99% in Q2 2026, buying an estimated $1.12M and bringing the position to 54,585 shares worth $2.17M. The position accounts for 0.01% of the portfolio, ranked #878.

Steward Partners Investment Advisory first reported a position in RAAX in Q2 2025 and has held it in 5 quarters since. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

Steward Partners Investment Advisory held 54,585 shares of VanEck Inflation Allocation ETF worth $2.17M as of Q2 2026.
Steward Partners Investment Advisory bought 27,087 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $1.12M.
VanEck Inflation Allocation ETF made up 0.01% of Steward Partners Investment Advisory's portfolio in Q2 2026, its #878 holding.
Steward Partners Investment Advisory first reported a position in VanEck Inflation Allocation ETF in Q2 2025 and has held it in 5 quarters since.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Steward Partners Investment Advisory's 13F filing for Q2 2026, filed 13 Aug 2026.