PAG
RAA

Private Advisor Group’s SMI 3Fourteen REAL Asset Allocation ETF RAA Stock Holding History

Private Advisor 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 		– Sell
-26,371
Closed -$728K – 2957
2026
Q1 		$728K Buy
26,371
+1,706
+7% +$48.1K ﹤0.01% 1627
2025
Q4 		$678K Buy
+24,665
New +$680K ﹤0.01% 1649

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
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
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

Private Advisor Group's RAA Position: Q2 2026 in Review

Private Advisor Group sold out of SMI 3Fourteen REAL Asset Allocation ETF (RAA) in Q2 2026, closing a stake of 26,371 shares — an estimated $728K sold.

Private Advisor Group first reported a position in RAA in Q4 2025 and held it in 2 quarters. The position peaked at $728K in Q1 2026. 9 funds tracked by Wall St. Rank hold RAA as of Q2 2026.

  • Private Advisor Group reported no remaining SMI 3Fourteen REAL Asset Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Private Advisor Group sold 26,371 SMI 3Fourteen REAL Asset Allocation ETF shares in Q2 2026, an estimated $728K.
  • Private Advisor Group first reported a position in SMI 3Fourteen REAL Asset Allocation ETF in Q4 2025 and held it in 2 quarters.
  • Private Advisor Group's SMI 3Fourteen REAL Asset Allocation ETF position peaked at $728K in Q1 2026.
  • 9 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q2 2026.

Based on Private Advisor Group's 13F filing for Q2 2026, filed 27 Jul 2026.