AWM
RISR icon

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
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 $520M AUM 13.78% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

AE Wealth Management's RISR Position: Q1 2026 in Review

AE Wealth Management opened a new position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q1 2026: 335 shares worth $12.1K. The stake represents ﹤0.01% of the portfolio and ranks #2235 among its holdings. This is a return to the name: AE Wealth Management previously reported a position in RISR as recently as Q2 2022.

AE Wealth Management first reported a position in RISR in Q2 2022 and has held it in 2 quarters since. The position peaked at $2.02M in Q2 2022. 46 funds tracked by Wall St. Rank hold RISR as of Q1 2026.

  • AE Wealth Management held 335 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $12.1K as of Q1 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF was a new AE Wealth Management position in Q1 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of AE Wealth Management's portfolio in Q1 2026, its #2235 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 2 quarters since.
  • AE Wealth Management's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $2.02M in Q2 2022.
  • 46 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q1 2026.

Based on AE Wealth Management's 13F filing for Q1 2026, filed 13 May 2026.