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Waterloo Capital’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Waterloo Capital’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 		$1.24M Sell
31,375
-6,139
-16% -$253K 0.07% 216
2026
Q1 		$1.53M Buy
+37,514
New +$1.48M 0.11% 169

Other funds holding RAAX

LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Cetera Investment Advisers
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
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
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
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
SG
Straightline Group Troy, Michigan $212M AUM 7.27% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Waterloo Capital's RAAX Position: Q2 2026 in Review

Waterloo Capital reduced its VanEck Inflation Allocation ETF (RAAX) stake by 16% in Q2 2026, selling an estimated $253K and leaving 31,375 shares worth $1.24M. The position accounts for 0.07% of the portfolio, ranked #216.

Waterloo Capital first reported a position in RAAX in Q1 2026 and has held it in 2 quarters since. The position peaked at $1.53M in Q1 2026. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • Waterloo Capital held 31,375 shares of VanEck Inflation Allocation ETF worth $1.24M as of Q2 2026.
  • Waterloo Capital sold 6,139 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $253K.
  • VanEck Inflation Allocation ETF made up 0.07% of Waterloo Capital's portfolio in Q2 2026, its #216 holding.
  • Waterloo Capital first reported a position in VanEck Inflation Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • Waterloo Capital's VanEck Inflation Allocation ETF position peaked at $1.53M in Q1 2026.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Waterloo Capital's 13F filing for Q2 2026, filed 29 Jul 2026.