BIG
RAA

Brookwood Investment Group’s SMI 3Fourteen REAL Asset Allocation ETF RAA Stock Holding History

Brookwood Investment Group’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
Q2 		$1.18M Buy
+40,075
New +$1.18M 0.13% 161

Other funds holding RAA

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.74% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
BTI
Blue Trust Inc Alpharetta, Georgia $9.54B AUM 19.86% 1-Year Est. Return
EWM
Evolution Wealth Management Fort Myers, Florida $170M AUM 19.89% 1-Year Est. Return

Brookwood Investment Group's RAA Position: Q2 2026 in Review

Brookwood Investment Group opened a new position in SMI 3Fourteen REAL Asset Allocation ETF (RAA) in Q2 2026: 40,075 shares worth $1.18M. The stake represents 0.13% of the portfolio and ranks #161 among its holdings.

8 funds tracked by Wall St. Rank hold RAA as of Q2 2026.

  • Brookwood Investment Group held 40,075 shares of SMI 3Fourteen REAL Asset Allocation ETF worth $1.18M as of Q2 2026.
  • SMI 3Fourteen REAL Asset Allocation ETF was a new Brookwood Investment Group position in Q2 2026.
  • SMI 3Fourteen REAL Asset Allocation ETF made up 0.13% of Brookwood Investment Group's portfolio in Q2 2026, its #161 holding.
  • 8 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q2 2026.

Based on Brookwood Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.