American Portfolios Advisors’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

American Portfolios Advisors’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
2022 Q3	$84.9K	Buy	2,691 +716	+36%	+$22.2K	﹤0.01%	1443
2022 Q2	$64.1K	Buy	1,975 +1,260	+176%	+$40.9K	﹤0.01%	1632
2022 Q1	$21.4K	Sell	715 -2,416	-77%	-$69.6K	﹤0.01%	2336
2021 Q4	$78.2K	Buy	+3,131	New	+$78.7K	﹤0.01%	1642

Other funds holding RISR

SMG

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

LAM

LFS Asset Management San Ramon, California $99.1M AUM

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

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

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

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

BWM

BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return

American Portfolios Advisors's RISR Position: Q3 2022 in Review

American Portfolios Advisors increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 36% in Q3 2022, buying an estimated $22.2K and bringing the position to 2,691 shares worth $84.9K. The position accounts for ﹤0.01% of the portfolio, ranked #1443.

American Portfolios Advisors first reported a position in RISR in Q4 2021 and has held it in 4 quarters since. 25 funds tracked by Wall St. Rank hold RISR as of Q3 2022.

American Portfolios Advisors held 2,691 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $84.9K as of Q3 2022.
American Portfolios Advisors bought 716 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2022, an estimated $22.2K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of American Portfolios Advisors's portfolio in Q3 2022, its #1443 holding.
American Portfolios Advisors first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2021 and has held it in 4 quarters since.
25 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2022.

Based on American Portfolios Advisors's 13F filing for Q3 2022, filed 17 Mar 2023.