JSL
RAA

JT Stratford LLC’s SMI 3Fourteen REAL Asset Allocation ETF RAA Stock Holding History

JT Stratford LLC’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 		$1.18M Sell
42,660
-2,783
-6% -$78.4K 0.15% 139
2025
Q4 		$1.25M Buy
45,443
+1,622
+4% +$44.7K 0.16% 130
2025
Q3 		$1.19M Buy
+43,821
New +$1.15M 0.16% 128

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 28.72% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
PAG
Private Advisor Group Morristown, New Jersey $21.8B AUM 28.57% 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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

JT Stratford LLC's RAA Position: Q1 2026 in Review

JT Stratford LLC reduced its SMI 3Fourteen REAL Asset Allocation ETF (RAA) stake by 6.1% in Q1 2026, selling an estimated $78.4K and leaving 42,660 shares worth $1.18M. The position accounts for 0.15% of the portfolio, ranked #139.

JT Stratford LLC first reported a position in RAA in Q3 2025 and has held it in 3 quarters since. The position peaked at $1.25M in Q4 2025. 15 funds tracked by Wall St. Rank hold RAA as of Q1 2026.

  • JT Stratford LLC held 42,660 shares of SMI 3Fourteen REAL Asset Allocation ETF worth $1.18M as of Q1 2026.
  • JT Stratford LLC sold 2,783 SMI 3Fourteen REAL Asset Allocation ETF shares in Q1 2026, an estimated $78.4K.
  • SMI 3Fourteen REAL Asset Allocation ETF made up 0.15% of JT Stratford LLC's portfolio in Q1 2026, its #139 holding.
  • JT Stratford LLC first reported a position in SMI 3Fourteen REAL Asset Allocation ETF in Q3 2025 and has held it in 3 quarters since.
  • JT Stratford LLC's SMI 3Fourteen REAL Asset Allocation ETF position peaked at $1.25M in Q4 2025.
  • 15 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q1 2026.

Based on JT Stratford LLC's 13F filing for Q1 2026, filed 15 May 2026.