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Willner & Heller’s VanEck Inflation Allocation ETF RAAX Stock Holding History

Willner & Heller’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 		$306K Hold
7,715
– – 0.19% 134
2026
Q1 		$314K Buy
+7,715
New +$304K 0.23% 128

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

Willner & Heller's RAAX Position: Q2 2026 in Review

Willner & Heller held its VanEck Inflation Allocation ETF (RAAX) position steady in Q2 2026 at 7,715 shares worth $306K. The position accounts for 0.19% of the portfolio, ranked #134.

Willner & Heller first reported a position in RAAX in Q1 2026 and has held it in 2 quarters since. The position peaked at $314K in Q1 2026. 167 funds tracked by Wall St. Rank hold RAAX as of Q2 2026.

  • Willner & Heller held 7,715 shares of VanEck Inflation Allocation ETF worth $306K as of Q2 2026.
  • Willner & Heller left its VanEck Inflation Allocation ETF share count unchanged in Q2 2026.
  • VanEck Inflation Allocation ETF made up 0.19% of Willner & Heller's portfolio in Q2 2026, its #134 holding.
  • Willner & Heller first reported a position in VanEck Inflation Allocation ETF in Q1 2026 and has held it in 2 quarters since.
  • Willner & Heller's VanEck Inflation Allocation ETF position peaked at $314K in Q1 2026.
  • 167 funds tracked by Wall St. Rank held VanEck Inflation Allocation ETF as of Q2 2026.

Based on Willner & Heller's 13F filing for Q2 2026, filed 7 Jul 2026.