Visionary Horizons’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Visionary Horizons’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	$1.31M	Sell	32,941 -1,607	-5%	-$65.2K	0.52%	31
2026 Q2	$1.37M	Buy	34,548 +618	+2%	+$25.5K	0.57%	26
2026 Q1	$1.38M	Buy	33,930 +475	+1%	+$18.7K	0.68%	26
2025 Q4	$1.17M	Buy	+33,455	New	+$1.17M	0.6%	30

Other funds holding RAAX

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Berger Financial Group Plymouth, Minnesota $2.01B AUM 15.82% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Great Valley Advisor Group Wilmington, Delaware $6.91B AUM 16.83% 1-Year Est. Return

Beam Wealth Advisors Covington, Louisiana $463M AUM 13.59% 1-Year Est. Return

New England Private Wealth Advisors Wellesley, Massachusetts $1.05B AUM 10.72% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

Straightline Group Troy, Michigan $139M AUM 2.92% 1-Year Est. Return

Beaumont Financial Advisors Needham, Massachusetts $1.59B AUM 19.2% 1-Year Est. Return

Visionary Horizons's RAAX Position: Q3 2026 in Review

Visionary Horizons reduced its VanEck Inflation Allocation ETF (RAAX) stake by 4.7% in Q3 2026, selling an estimated $65.2K and leaving 32,941 shares worth $1.31M. The position accounts for 0.52% of the portfolio, ranked #31.

Visionary Horizons first reported a position in RAAX in Q4 2025 and has held it in 4 quarters since. The position peaked at $1.38M in Q1 2026. 156 funds tracked by Wall St. Rank hold RAAX as of Q3 2026.

Visionary Horizons held 32,941 shares of VanEck Inflation Allocation ETF worth $1.31M as of Q3 2026.
Visionary Horizons sold 1,607 VanEck Inflation Allocation ETF shares in Q3 2026, an estimated $65.2K.
VanEck Inflation Allocation ETF made up 0.52% of Visionary Horizons's portfolio in Q3 2026, its #31 holding.
Visionary Horizons first reported a position in VanEck Inflation Allocation ETF in Q4 2025 and has held it in 4 quarters since.
Visionary Horizons's VanEck Inflation Allocation ETF position peaked at $1.38M in Q1 2026.
156 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2026.

Based on Visionary Horizons's 13F filing for Q3 2026, filed 22 Oct 2026.