EverSource Wealth Advisors LLC Raises Position in SMI 3Fourteen REAL Asset Allocation ETF $RAA

EverSource Wealth Advisors LLC grew its position in shares of SMI 3Fourteen REAL Asset Allocation ETF (NASDAQ:RAA) by 37.3% during the first quarter, HoldingsChannel reports. The institutional investor owned 499,446 shares of the company’s stock after purchasing an additional 135,580 shares during the period. EverSource Wealth Advisors LLC’s holdings in SMI 3Fourteen REAL Asset Allocation ETF were worth $13,790,000 as of its most recent SEC filing.

SMI 3Fourteen REAL Asset Allocation ETF Trading Down 0.4%

RAA stock opened at $29.24 on Wednesday. The stock’s 50 day simple moving average is $29.70 and its 200 day simple moving average is $28.95. SMI 3Fourteen REAL Asset Allocation ETF has a 12-month low of $25.63 and a 12-month high of $30.63. The stock has a market capitalization of $592.11 million, a PE ratio of 25.16 and a beta of 0.64.

SMI 3Fourteen REAL Asset Allocation ETF Increases Dividend

The firm also recently declared a dividend, which was paid on Thursday, June 18th. Stockholders of record on Wednesday, June 17th were paid a $0.0989 dividend. This is an increase from SMI 3Fourteen REAL Asset Allocation ETF’s previous dividend of $0.05. The ex-dividend date was Wednesday, June 17th.

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.