EverSource Wealth Advisors LLC Has $9.17 Million Stock Holdings in SMI 3Fourteen REAL Asset Allocation ETF $RAA

EverSource Wealth Advisors LLC increased its position in shares of SMI 3Fourteen REAL Asset Allocation ETF (NASDAQ:RAA) by 13.8% during the 3rd quarter, according to its most recent Form 13F filing with the Securities & Exchange Commission. The firm owned 337,882 shares of the company’s stock after acquiring an additional 40,863 shares during the quarter. EverSource Wealth Advisors LLC owned about 1.62% of SMI 3Fourteen REAL Asset Allocation ETF worth $9,168,000 at the end of the most recent quarter.

SMI 3Fourteen REAL Asset Allocation ETF Stock Down 0.3%

RAA stock opened at $28.52 on Tuesday. SMI 3Fourteen REAL Asset Allocation ETF has a twelve month low of $21.93 and a twelve month high of $29.03. The company has a market cap of $615.46 million, a P/E ratio of 25.16 and a beta of 0.86. The business’s fifty day moving average is $28.11 and its 200-day moving average is $27.49.

SMI 3Fourteen REAL Asset Allocation ETF Dividend Announcement

The firm also recently disclosed a dividend, which was paid on Friday, December 26th. Stockholders of record on Wednesday, December 24th were paid a dividend of $0.3464 per share. The ex-dividend date was Wednesday, December 24th.

About SMI 3Fourteen REAL Asset Allocation ETF

The SMI 3Fourteen REAL Asset Allocation ETF (RAA) is an exchange-traded fund that mostly invests in target outcome asset allocation. The fund is an actively managed fund of funds. The strategy involves monitoring five broad asset classes and adjusting the weighting to each using various trend-following techniques RAA was launched on Feb 26, 2025 and is issued by SMI Funds.