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

Beaumont Financial 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
2026 Q2	–	Sell	-6,561	Closed	-$238K	–	397
2026 Q1	$238K	Sell	6,561 -5,864	-47%	-$211K	0.02%	330
2025 Q4	$449K	Hold	12,425	–	–	0.03%	242
2025 Q3	$445K	Sell	12,425 -5,987	-33%	-$220K	0.03%	255
2025 Q2	$673K	Buy	18,412 +7,625	+71%	+$281K	0.05%	193
2025 Q1	$392K	Buy	+10,787	New	+$396K	0.03%	256

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

Beaumont Financial Advisors's RISR Position: Q2 2026 in Review

Beaumont Financial Advisors sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2026, closing a stake of 6,561 shares — an estimated $238K sold.

Beaumont Financial Advisors first reported a position in RISR in Q1 2025 and held it in 5 quarters. The position peaked at $673K in Q2 2025. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Beaumont Financial Advisors reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q2 2026 after selling out during the quarter.
Beaumont Financial Advisors sold 6,561 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $238K.
Beaumont Financial Advisors first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2025 and held it in 5 quarters.
Beaumont Financial Advisors's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $673K 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 Beaumont Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.