AE Wealth Management’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

AE Wealth Management’s Portfolio RISR Stock Details RISR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$306K	Buy	8,448 +8,113	+2,422%	+$295K	﹤0.01%	1477
2026 Q1	$12.1K	Buy	+335	New	+$12.1K	﹤0.01%	2235
2022 Q3	–	Sell	-62,356	Closed	-$2.02M	–	1853
2022 Q2	$2.02M	Buy	+62,356	New	+$2.02M	0.02%	665

Other funds holding RISR

FIC

Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

AE Wealth Management's RISR Position: Q2 2026 in Review

AE Wealth Management increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 2,422% in Q2 2026, buying an estimated $295K and bringing the position to 8,448 shares worth $306K. The position accounts for ﹤0.01% of the portfolio, ranked #1477.

AE Wealth Management first reported a position in RISR in Q2 2022 and has held it in 3 quarters since. The position peaked at $2.02M in Q2 2022. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

AE Wealth Management held 8,448 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $306K as of Q2 2026.
AE Wealth Management bought 8,113 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $295K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q2 2026, its #1477 holding.
AE Wealth Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and has held it in 3 quarters since.
AE Wealth Management's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $2.02M in Q2 2022.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on AE Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.