WealthPLAN Partners’s VanEck Inflation Allocation ETF RAAX Stock Holding History

WealthPLAN Partners’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	-2,558	Closed	-$63.9K	–	947
2023 Q2	$63.9K	Sell	2,558 -140,653	-98%	-$3.52M	0.01%	469
2023 Q1	$3.62M	Sell	143,211 -79,226	-36%	-$2M	0.41%	61
2022 Q4	$5.71M	Buy	+222,437	New	+$5.51M	0.4%	65

Other funds holding RAAX

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Wealth Enhancement Advisory Services

Wealth Enhancement Advisory Services Plymouth, Minnesota $45.5B AUM 21.01% 1-Year Est. Return

Benedetti & Gucer Atlanta, Georgia $201M AUM 25.95% 1-Year Est. Return

Sentinel Pension Advisors Wakefield, Massachusetts $676M AUM 15.31% 1-Year Est. Return

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Orion Portfolio Solutions Omaha, Nebraska $10.2B AUM 6.73% 1-Year Est. Return

Stratos Wealth Partners Beachwood, Ohio $8.8B AUM 21.82% 1-Year Est. Return

Essex Financial Services Essex, Connecticut $1.78B AUM 23.37% 1-Year Est. Return

Smart Portfolios LLC Seattle, Washington $100M AUM 17.17% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return