EWA
RAA

EverSource Wealth Advisors’s SMI 3Fourteen REAL Asset Allocation ETF RAA Stock Holding History

EverSource Wealth Advisors’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 		$15.9M Buy
540,869
+41,423
+8% +$1.22M 0.54% 44
2026
Q1 		$13.8M Buy
499,446
+135,580
+37% +$3.82M 0.42% 57
2025
Q4 		$10M Buy
363,866
+25,984
+8% +$716K 0.37% 61
2025
Q3 		$9.17M Buy
337,882
+40,863
+14% +$1.08M 0.36% 68
2025
Q2 		$7.61M Buy
297,019
+5,189
+2% +$127K 0.34% 69
2025
Q1 		$7.03M Buy
+291,830
New +$7.12M 0.39% 67

Other funds holding RAA

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
BIG
Brookwood Investment Group Phoenix, Arizona $888M AUM 32.21% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 1-Year Est. Return
VF
Virtu Financial New York $3.18B AUM 65.92% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $428M AUM 26.3% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

EverSource Wealth Advisors's RAA Position: Q2 2026 in Review

EverSource Wealth Advisors increased its SMI 3Fourteen REAL Asset Allocation ETF (RAA) stake by 8.3% in Q2 2026, buying an estimated $1.22M and bringing the position to 540,869 shares worth $15.9M. The position accounts for 0.54% of the portfolio, ranked #44.

EverSource Wealth Advisors first reported a position in RAA in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold RAA as of Q2 2026.

  • EverSource Wealth Advisors held 540,869 shares of SMI 3Fourteen REAL Asset Allocation ETF worth $15.9M as of Q2 2026.
  • EverSource Wealth Advisors bought 41,423 SMI 3Fourteen REAL Asset Allocation ETF shares in Q2 2026, an estimated $1.22M.
  • SMI 3Fourteen REAL Asset Allocation ETF made up 0.54% of EverSource Wealth Advisors's portfolio in Q2 2026, its #44 holding.
  • EverSource Wealth Advisors first reported a position in SMI 3Fourteen REAL Asset Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.