UBS Group
RAAX icon

UBS Group’s VanEck Inflation Allocation ETF RAAX Stock Holding History

UBS 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 		$130K Buy
3,187
+1,723
+118% +$67.9K ﹤0.01% 6870
2025
Q4 		$51.1K Buy
+1,464
New +$51.3K ﹤0.01% 7206
2025
Q3 		– Sell
-15,606
Closed -$485K – 10818
2025
Q2 		$485K Buy
+15,606
New +$473K ﹤0.01% 6035
2024
Q4 		– Sell
-5,016
Closed -$145K – 10313
2024
Q3 		$145K Buy
+5,016
New +$140K ﹤0.01% 6095
2023
Q3 		– Sell
-2,862
Closed -$71.5K – 9873
2023
Q2 		$71.5K Buy
2,862
+675
+31% +$16.9K ﹤0.01% 6251
2023
Q1 		$55.2K Buy
2,187
+780
+55% +$19.7K ﹤0.01% 6379
2022
Q4 		$34.9K Buy
1,407
+177
+14% +$4.39K ﹤0.01% 7089
2022
Q3 		$28K Buy
+1,230
New +$30.2K ﹤0.01% 6960
2022
Q1 		– Sell
-24
Closed -$1K – 10785
2021
Q4 		$1K Buy
+24
New +$643 ﹤0.01% 10024
2021
Q1 		– Sell
-2,512
Closed -$56K – 9381
2020
Q4 		$56K Buy
2,512
+2,491
+11,862% +$54K ﹤0.01% 6089
2020
Q3 		$0 Buy
+21
New +$433 ﹤0.01% 8331
2020
Q2 		– Sell
-1,178
Closed -$23K – 8280
2020
Q1 		$23K Buy
1,178
+534
+83% +$12.6K ﹤0.01% 6408
2019
Q4 		$17K Sell
644
-1,900
-75% -$48.1K ﹤0.01% 6996
2019
Q3 		$64K Buy
+2,544
New +$64.7K ﹤0.01% 6049
2019
Q1 		– Sell
-60
Closed -$1K – 8077
2018
Q4 		$1K Buy
+60
New +$1.49K ﹤0.01% 7915

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Carson Wealth (CWM LLC)
Carson Wealth (CWM LLC) Omaha, Nebraska $38B AUM 19.66% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
BFG
Berger Financial Group Plymouth, Minnesota $1.78B AUM 15.72% 1-Year Est. Return
BWA
Beam Wealth Advisors Covington, Louisiana $402M AUM 20.08% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $201M AUM 8.48% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
BFA
Beaumont Financial Advisors Needham, Massachusetts $1.46B AUM 21.07% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
MWM
MinichMacGregor Wealth Management Saratoga Springs, New York $567M AUM 32.88% 1-Year Est. Return