Tassel Capital Management’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Tassel Capital 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	$1.1M	Buy	27,620 +7,021	+34%	+$289K	0.51%	17
2026 Q1	$839K	Sell	20,599 -207	-1%	-$8.16K	0.46%	13
2025 Q4	$727K	Sell	20,806 -900	-4%	-$31.6K	0.44%	11
2025 Q3	$748K	Sell	21,706 -7,047	-25%	-$230K	0.48%	11
2025 Q2	$893K	Buy	+28,753	New	+$872K	0.69%	13

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

Tassel Capital Management's RAAX Position: Q2 2026 in Review

Tassel Capital Management increased its VanEck Inflation Allocation ETF (RAAX) stake by 34% in Q2 2026, buying an estimated $289K and bringing the position to 27,620 shares worth $1.1M. The position accounts for 0.51% of the portfolio, ranked #17.

Tassel Capital Management 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.

Tassel Capital Management held 27,620 shares of VanEck Inflation Allocation ETF worth $1.1M as of Q2 2026.
Tassel Capital Management bought 7,021 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $289K.
VanEck Inflation Allocation ETF made up 0.51% of Tassel Capital Management's portfolio in Q2 2026, its #17 holding.
Tassel Capital Management 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 Tassel Capital Management's 13F filing for Q2 2026, filed 7 Aug 2026.