Wealth Enhancement Advisory Services
RAA

Wealth Enhancement Advisory Services’s SMI 3Fourteen REAL Asset Allocation ETF RAA Stock Holding History

Wealth Enhancement Advisory Services’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
-10,173
Closed -$283K – 4260
2026
Q1 		$283K Buy
+10,173
New +$287K ﹤0.01% 2837

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
TWA
TCI Wealth Advisors Tucson, Arizona $2.31B AUM 26.52% 1-Year Est. Return

Wealth Enhancement Advisory Services's RAA Position: Q2 2026 in Review

Wealth Enhancement Advisory Services sold out of SMI 3Fourteen REAL Asset Allocation ETF (RAA) in Q2 2026, closing a stake of 10,173 shares — an estimated $283K sold.

Wealth Enhancement Advisory Services first reported a position in RAA in Q1 2026 and held it in 1 quarter. The position peaked at $283K in Q1 2026. 15 funds tracked by Wall St. Rank hold RAA as of Q2 2026.

  • Wealth Enhancement Advisory Services reported no remaining SMI 3Fourteen REAL Asset Allocation ETF position as of Q2 2026 after selling out during the quarter.
  • Wealth Enhancement Advisory Services sold 10,173 SMI 3Fourteen REAL Asset Allocation ETF shares in Q2 2026, an estimated $283K.
  • Wealth Enhancement Advisory Services first reported a position in SMI 3Fourteen REAL Asset Allocation ETF in Q1 2026 and held it in 1 quarter.
  • Wealth Enhancement Advisory Services's SMI 3Fourteen REAL Asset Allocation ETF position peaked at $283K in Q1 2026.
  • 15 funds tracked by Wall St. Rank held SMI 3Fourteen REAL Asset Allocation ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.