Bank of Montreal’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Bank of Montreal’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	–	Sell	-849	Closed	-$30.8K	–	4023
2026 Q1	$30.8K	Hold	849	–	–	﹤0.01%	3399
2025 Q4	$30.7K	Hold	849	–	–	﹤0.01%	3284
2025 Q3	$30.4K	Sell	849 -270	-24%	-$9.9K	﹤0.01%	3213
2025 Q2	$40.9K	Buy	+1,119	New	+$41.2K	﹤0.01%	3177

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

Bank of Montreal's RISR Position: Q2 2026 in Review

Bank of Montreal sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2026, closing a stake of 849 shares — an estimated $30.8K sold.

Bank of Montreal first reported a position in RISR in Q2 2025 and held it in 4 quarters. The position peaked at $40.9K in Q2 2025. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Bank of Montreal reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q2 2026 after selling out during the quarter.
Bank of Montreal sold 849 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $30.8K.
Bank of Montreal first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2025 and held it in 4 quarters.
Bank of Montreal's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $40.9K 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 Bank of Montreal's 13F filing for Q2 2026, filed 12 Aug 2026.