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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
LPL Financial San Diego, California $445B AUM 25.58% 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 $762M AUM 16.88% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $9.93B AUM 28.91% 1-Year Est. Return
EFS
Essex Financial Services Essex, Connecticut $2.01B AUM 31.39% 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

WealthPLAN Partners's RAAX Position: Q3 2023 in Review

WealthPLAN Partners sold out of VanEck Inflation Allocation ETF (RAAX) in Q3 2023, closing a stake of 2,558 shares — an estimated $63.9K sold.

WealthPLAN Partners first reported a position in RAAX in Q4 2022 and held it in 3 quarters. The position peaked at $5.71M in Q4 2022. 37 funds tracked by Wall St. Rank hold RAAX as of Q3 2023.

  • WealthPLAN Partners reported no remaining VanEck Inflation Allocation ETF position as of Q3 2023 after selling out during the quarter.
  • WealthPLAN Partners sold 2,558 VanEck Inflation Allocation ETF shares in Q3 2023, an estimated $63.9K.
  • WealthPLAN Partners first reported a position in VanEck Inflation Allocation ETF in Q4 2022 and held it in 3 quarters.
  • WealthPLAN Partners's VanEck Inflation Allocation ETF position peaked at $5.71M in Q4 2022.
  • 37 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q3 2023.

Based on WealthPLAN Partners's 13F filing for Q3 2023, filed 2 Nov 2023.