UBS Group
RAA

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

UBS 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
2025
Q4 		– Sell
-922
Closed -$25K – 11479
2025
Q3 		$25K Buy
+922
New +$24.3K ﹤0.01% 8016
2025
Q2 		– Sell
-12,083
Closed -$291K – 11122
2025
Q1 		$291K Buy
+12,083
New +$295K ﹤0.01% 6268

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
GS
GTS Securities New York $2.83B AUM 21.76% 1-Year Est. Return
IA
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
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
TWA
TCI Wealth Advisors Tucson, Arizona $1.88B AUM 21.09% 1-Year Est. Return
JCM
Jacobi Capital Management Pittston, Pennsylvania $1.79B AUM 17.94% 1-Year Est. Return