TWA
RAA

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
Q2 		$329K Buy
11,162
+37
+0.3% +$1.09K 0.01% 195
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 $2.97B AUM 28.72% 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
JSL
JT Stratford LLC Gainesville, Georgia $912M AUM 34.38% 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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
GS
GTS Securities Miami, Florida $4.75B AUM 41.97% 1-Year Est. Return

TCI Wealth Advisors's RAA Position: Q2 2026 in Review

TCI Wealth Advisors increased its SMI 3Fourteen REAL Asset Allocation ETF (RAA) stake by 0.33% in Q2 2026, buying an estimated $1.09K and bringing the position to 11,162 shares worth $329K. The position accounts for 0.01% of the portfolio, ranked #195.

TCI Wealth Advisors first reported a position in RAA in Q1 2025 and has held it in 6 quarters since. 15 funds tracked by Wall St. Rank hold RAA as of Q2 2026.

  • TCI Wealth Advisors held 11,162 shares of SMI 3Fourteen REAL Asset Allocation ETF worth $329K as of Q2 2026.
  • TCI Wealth Advisors bought 37 SMI 3Fourteen REAL Asset Allocation ETF shares in Q2 2026, an estimated $1.09K.
  • SMI 3Fourteen REAL Asset Allocation ETF made up 0.01% of TCI Wealth Advisors's portfolio in Q2 2026, its #195 holding.
  • TCI Wealth Advisors first reported a position in SMI 3Fourteen REAL Asset Allocation ETF in Q1 2025 and has held it in 6 quarters since.
  • 15 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q2 2026.

Based on TCI Wealth Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.