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UMB Bank’s VanEck Inflation Allocation ETF RAAX Stock Holding History

UMB Bank’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
2023
Q3 		– Sell
-1
Closed -$25 – 1737
2023
Q2 		$25 Buy
+1
New +$25 ﹤0.01% 1676

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $377B AUM 19.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
BG
Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return
SPA
Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 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
SWP
Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return
SPL
Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return
WAM
Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

UMB Bank's RAAX Position: Q3 2023 in Review

UMB Bank sold out of VanEck Inflation Allocation ETF (RAAX) in Q3 2023, closing a stake of 1 share — an estimated $25 sold.

UMB Bank first reported a position in RAAX in Q2 2023 and held it in 1 quarter. The position peaked at $25 in Q2 2023. 37 funds tracked by Wall St. Rank hold RAAX as of Q3 2023.

  • UMB Bank reported no remaining VanEck Inflation Allocation ETF position as of Q3 2023 after selling out during the quarter.
  • UMB Bank sold 1 VanEck Inflation Allocation ETF share in Q3 2023, an estimated $25.
  • UMB Bank first reported a position in VanEck Inflation Allocation ETF in Q2 2023 and held it in 1 quarter.
  • UMB Bank's VanEck Inflation Allocation ETF position peaked at $25 in Q2 2023.
  • 37 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2023.

Based on UMB Bank's 13F filing for Q3 2023, filed 18 Oct 2023.