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

TCI 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 Q1	$307K	Buy	11,125 +22	+0.2%	+$620	0.02%	186
2025 Q4	$305K	Sell	11,103 -165	-1%	-$4.55K	0.02%	192
2025 Q3	$306K	Buy	11,268 +53	+0.5%	+$1.4K	0.02%	196
2025 Q2	$287K	Buy	11,215 +50	+0.4%	+$1.22K	0.02%	187
2025 Q1	$269K	Buy	+11,165	New	+$272K	0.02%	179

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

IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return

JSL

JT Stratford LLC Gainesville, Georgia $786M AUM 27.45% 1-Year Est. Return

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

TCI Wealth Advisors's RAA Position: Q1 2026 in Review

TCI Wealth Advisors increased its SMI 3Fourteen REAL Asset Allocation ETF (RAA) stake by 0.2% in Q1 2026, buying an estimated $620 and bringing the position to 11,125 shares worth $307K. The position accounts for 0.02% of the portfolio, ranked #186.

TCI Wealth Advisors first reported a position in RAA in Q1 2025 and has held it in 5 quarters since. 15 funds tracked by Wall St. Rank hold RAA as of Q1 2026.

TCI Wealth Advisors held 11,125 shares of SMI 3Fourteen REAL Asset Allocation ETF worth $307K as of Q1 2026.
TCI Wealth Advisors bought 22 SMI 3Fourteen REAL Asset Allocation ETF shares in Q1 2026, an estimated $620.
SMI 3Fourteen REAL Asset Allocation ETF made up 0.02% of TCI Wealth Advisors's portfolio in Q1 2026, its #186 holding.
TCI Wealth Advisors first reported a position in SMI 3Fourteen REAL Asset Allocation ETF in Q1 2025 and has held it in 5 quarters since.
15 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q1 2026.

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