Abound Wealth Management’s SMI 3Fourteen REAL Asset Allocation ETF RAA Stock Holding History

Abound Wealth Management’s Portfolio RAA Stock Details RAA Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q3	$12K	Buy	+400	New	+$12K	﹤0.01%	519

Other funds holding RAA

SMI Advisory Services Columbus, Indiana $627M AUM 20.68% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

Straight Path Wealth Management Jenison, Michigan $449M AUM 10.17% 1-Year Est. Return

Blue Trust Inc Alpharetta, Georgia $9.5B AUM 13.02% 1-Year Est. Return

Evolution Wealth Management Fort Myers, Florida $174M AUM 13.3% 1-Year Est. Return

Abound Wealth Management's RAA Position: Q3 2026 in Review

Abound Wealth Management opened a new position in SMI 3Fourteen REAL Asset Allocation ETF (RAA) in Q3 2026: 400 shares worth $12K. The stake represents ﹤0.01% of the portfolio and ranks #519 among its holdings.

6 funds tracked by Wall St. Rank hold RAA as of Q3 2026.

Abound Wealth Management held 400 shares of SMI 3Fourteen REAL Asset Allocation ETF worth $12K as of Q3 2026.
SMI 3Fourteen REAL Asset Allocation ETF was a new Abound Wealth Management position in Q3 2026.
SMI 3Fourteen REAL Asset Allocation ETF made up ﹤0.01% of Abound Wealth Management's portfolio in Q3 2026, its #519 holding.
6 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q3 2026.

Based on Abound Wealth Management's 13F filing for Q3 2026, filed 26 Oct 2026.