Atria Investments’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Atria Investments’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	$288K	Sell	7,957 -53	-0.7%	-$1.93K	﹤0.01%	1876
2026 Q1	$290K	Buy	8,010 +759	+10%	+$27.3K	﹤0.01%	1777
2025 Q4	$262K	Sell	7,251 -29,761	-80%	-$1.07M	﹤0.01%	1821
2025 Q3	$1.33M	Sell	37,012 -201,979	-85%	-$7.41M	0.02%	908
2025 Q2	$8.74M	Buy	238,991 +232,831	+3,780%	+$8.58M	0.1%	222
2025 Q1	$224K	Buy	+6,160	New	+$226K	﹤0.01%	1769

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 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

SMG

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

Atria Investments's RISR Position: Q2 2026 in Review

Atria Investments reduced its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 0.66% in Q2 2026, selling an estimated $1.93K and leaving 7,957 shares worth $288K. The position accounts for ﹤0.01% of the portfolio, ranked #1876.

Atria Investments first reported a position in RISR in Q1 2025 and has held it in 6 quarters since. The position peaked at $8.74M in Q2 2025. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Atria Investments held 7,957 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $288K as of Q2 2026.
Atria Investments sold 53 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $1.93K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of Atria Investments's portfolio in Q2 2026, its #1876 holding.
Atria Investments first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2025 and has held it in 6 quarters since.
Atria Investments's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $8.74M in Q2 2025.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Atria Investments's 13F filing for Q2 2026, filed 28 Jul 2026.