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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
Q2 		$1.14M Sell
38,688
-3,972
-9% -$117K 0.13% 148
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 $627M AUM 20.68% 1-Year Est. Return
EverSource Wealth Advisors
EverSource Wealth Advisors Birmingham, Alabama $2.97B AUM 28.72% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $2.04B AUM 26.26% 1-Year Est. Return
IFP Advisors
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
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
EP Wealth Advisors
EP Wealth Advisors Torrance, California $26.2B AUM
TCI Wealth Advisors
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return
GTS Securities
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

JT Stratford LLC's RAA Position: Q2 2026 in Review

JT Stratford LLC reduced its SMI 3Fourteen REAL Asset Allocation ETF (RAA) stake by 9.3% in Q2 2026, selling an estimated $117K and leaving 38,688 shares worth $1.14M. The position accounts for 0.13% of the portfolio, ranked #148.

JT Stratford LLC first reported a position in RAA in Q3 2025 and has held it in 4 quarters since. The position peaked at $1.25M in Q4 2025. 15 funds tracked by Wall St. Rank hold RAA as of Q2 2026.

  • JT Stratford LLC held 38,688 shares of SMI 3Fourteen REAL Asset Allocation ETF worth $1.14M as of Q2 2026.
  • JT Stratford LLC sold 3,972 SMI 3Fourteen REAL Asset Allocation ETF shares in Q2 2026, an estimated $117K.
  • SMI 3Fourteen REAL Asset Allocation ETF made up 0.13% of JT Stratford LLC's portfolio in Q2 2026, its #148 holding.
  • JT Stratford LLC first reported a position in SMI 3Fourteen REAL Asset Allocation ETF in Q3 2025 and has held it in 4 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 Q2 2026.

Based on JT Stratford LLC's 13F filing for Q2 2026, filed 14 Aug 2026.