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

Axxcess 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
2022
Q3 		– Sell
-8,000
Closed -$260K – 602
2022
Q2 		$260K Buy
+8,000
New +$259K 0.02% 435

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Axxcess Wealth Management's RISR Position: Q3 2022 in Review

Axxcess Wealth Management sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q3 2022, closing a stake of 8,000 shares — an estimated $260K sold.

Axxcess Wealth Management first reported a position in RISR in Q2 2022 and held it in 1 quarter. The position peaked at $260K in Q2 2022. 25 funds tracked by Wall St. Rank hold RISR as of Q3 2022.

  • Axxcess Wealth Management reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q3 2022 after selling out during the quarter.
  • Axxcess Wealth Management sold 8,000 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2022, an estimated $260K.
  • Axxcess Wealth Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and held it in 1 quarter.
  • Axxcess Wealth Management's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $260K in Q2 2022.
  • 25 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2022.

Based on Axxcess Wealth Management's 13F filing for Q3 2022, filed 14 Nov 2022.