Allworth Financial’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Allworth Financial’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
2025 Q3	–	Sell	-2,200	Closed	-$80.5K	–	5023
2025 Q2	$80.5K	Sell	2,200 -300	-12%	-$11.1K	﹤0.01%	1664
2025 Q1	$92.2K	Buy	2,500 +400	+19%	+$14.7K	﹤0.01%	1267
2024 Q4	$77.6K	Buy	+2,100	New	+$74.7K	﹤0.01%	1374

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

SMG

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Allworth Financial's RISR Position: Q3 2025 in Review

Allworth Financial sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q3 2025, closing a stake of 2,200 shares — an estimated $80.5K sold.

Allworth Financial first reported a position in RISR in Q4 2024 and held it in 3 quarters. The position peaked at $92.2K in Q1 2025. 45 funds tracked by Wall St. Rank hold RISR as of Q3 2025.

Allworth Financial reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q3 2025 after selling out during the quarter.
Allworth Financial sold 2,200 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2025, an estimated $80.5K.
Allworth Financial first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2024 and held it in 3 quarters.
Allworth Financial's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $92.2K in Q1 2025.
45 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2025.

Based on Allworth Financial's 13F filing for Q3 2025, filed 2 Dec 2025.