WealthPlan Investment Management’s VanEck Inflation Allocation ETF RAAX Stock Holding History

WealthPlan Investment 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	$2.94M	Buy	74,149 +64,276	+651%	+$2.65M	0.15%	127
2026 Q1	$402K	Buy	+9,873	New	+$389K	0.02%	336
2023 Q3	–	Sell	-3,186	Closed	-$79.6K	–	303
2023 Q2	$79.6K	Sell	3,186 -70,734	-96%	-$1.77M	0.02%	168
2023 Q1	$1.87M	Sell	73,920 -148,458	-67%	-$3.75M	0.32%	71
2022 Q4	$5.7M	Sell	222,378 -96,159	-30%	-$2.38M	0.4%	64
2022 Q3	$7.98M	Buy	+318,537	New	+$7.82M	0.58%	58

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

WealthPlan Investment Management's RAAX Position: Q2 2026 in Review

WealthPlan Investment Management increased its VanEck Inflation Allocation ETF (RAAX) stake by 651% in Q2 2026, buying an estimated $2.65M and bringing the position to 74,149 shares worth $2.94M. The position accounts for 0.15% of the portfolio, ranked #127.

WealthPlan Investment Management first reported a position in RAAX in Q3 2022 and has held it in 6 quarters since. The position peaked at $7.98M in Q3 2022. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

WealthPlan Investment Management held 74,149 shares of VanEck Inflation Allocation ETF worth $2.94M as of Q2 2026.
WealthPlan Investment Management bought 64,276 VanEck Inflation Allocation ETF shares in Q2 2026, an estimated $2.65M.
VanEck Inflation Allocation ETF made up 0.15% of WealthPlan Investment Management's portfolio in Q2 2026, its #127 holding.
WealthPlan Investment Management first reported a position in VanEck Inflation Allocation ETF in Q3 2022 and has held it in 6 quarters since.
WealthPlan Investment Management's VanEck Inflation Allocation ETF position peaked at $7.98M in Q3 2022.
167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on WealthPlan Investment Management's 13F filing for Q2 2026, filed 28 Jul 2026.