EverSource Wealth Advisors LLC increased its stake in shares of SMI 3Fourteen REAL Asset Allocation ETF (NASDAQ:RAA – Free Report) by 7.7% during the fourth quarter, Holdings Channel reports. The institutional investor owned 363,866 shares of the company’s stock after acquiring an additional 25,984 shares during the period. EverSource Wealth Advisors LLC’s holdings in SMI 3Fourteen REAL Asset Allocation ETF were worth $10,003,000 at the end of the most recent reporting period.
SMI 3Fourteen REAL Asset Allocation ETF Trading Up 0.1%
RAA stock opened at $30.05 on Friday. SMI 3Fourteen REAL Asset Allocation ETF has a 52 week low of $24.31 and a 52 week high of $30.38. The company has a market cap of $616.63 million, a P/E ratio of 25.16 and a beta of 0.63. 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 firm also recently declared a dividend, which was paid on Thursday, March 19th. Shareholders of record on Wednesday, March 18th were issued a $0.0537 dividend. The ex-dividend date of this dividend was Wednesday, March 18th.
SMI 3Fourteen REAL Asset Allocation ETF Company Profile
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.
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Want to see what other hedge funds are holding RAA? Visit HoldingsChannel.com to get the latest 13F filings and insider trades for SMI 3Fourteen REAL Asset Allocation ETF (NASDAQ:RAA – Free Report).
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