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

EverSource Wealth Advisors LLC increased its stake in shares of SMI 3Fourteen REAL Asset Allocation ETF (NASDAQ:RAA) by 7.7% during the fourth quarter, according to the company in its most recent disclosure with the Securities and Exchange Commission. The institutional investor owned 363,866 shares of the company’s stock after buying an additional 25,984 shares during the period. EverSource Wealth Advisors LLC owned about 1.69% of SMI 3Fourteen REAL Asset Allocation ETF worth $10,003,000 as of its most recent filing with the Securities and Exchange Commission.

SMI 3Fourteen REAL Asset Allocation ETF Trading Up 0.1%

RAA stock opened at $30.05 on Friday. The company has a market cap of $616.63 million, a P/E ratio of 25.16 and a beta of 0.63. SMI 3Fourteen REAL Asset Allocation ETF has a 52 week low of $24.31 and a 52 week high of $30.38. The company’s 50-day moving average price is $28.77 and its 200 day moving average price is $28.25.

SMI 3Fourteen REAL Asset Allocation ETF Cuts Dividend

The business also recently disclosed a dividend, which was paid on Thursday, March 19th. Investors of record on Wednesday, March 18th were issued a dividend of $0.0537 per share. The ex-dividend date of this dividend was Wednesday, March 18th.

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.