EWM
RAA

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

Evolution 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
Q1 		$60.5K Hold
2,190
– – 0.04% 235
2025
Q4 		$60.2K Buy
+2,190
New +$60.3K 0.05% 222

Other funds holding RAA

SAS
SMI Advisory Services Columbus, Indiana $617M AUM 27.52% 1-Year Est. Return
EWA
EverSource Wealth Advisors Birmingham, Alabama $3.28B AUM 23.66% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
JSL
JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.3B AUM 22.13% 1-Year Est. Return
SPWM
Straight Path Wealth Management Jenison, Michigan $374M AUM 22.6% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return

Evolution Wealth Management's RAA Position: Q1 2026 in Review

Evolution Wealth Management held its SMI 3Fourteen REAL Asset Allocation ETF (RAA) position steady in Q1 2026 at 2,190 shares worth $60.5K. The position accounts for 0.04% of the portfolio, ranked #235.

Evolution Wealth Management first reported a position in RAA in Q4 2025 and has held it in 2 quarters since. 15 funds tracked by Wall St. Rank hold RAA as of Q1 2026.

  • Evolution Wealth Management held 2,190 shares of SMI 3Fourteen REAL Asset Allocation ETF worth $60.5K as of Q1 2026.
  • Evolution Wealth Management left its SMI 3Fourteen REAL Asset Allocation ETF share count unchanged in Q1 2026.
  • SMI 3Fourteen REAL Asset Allocation ETF made up 0.04% of Evolution Wealth Management's portfolio in Q1 2026, its #235 holding.
  • Evolution Wealth Management first reported a position in SMI 3Fourteen REAL Asset Allocation ETF in Q4 2025 and has held it in 2 quarters since.
  • 15 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q1 2026.

Based on Evolution Wealth Management's 13F filing for Q1 2026, filed 27 Apr 2026.