Belpointe Asset Management’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Belpointe Asset 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
2026 Q1	–	Sell	-6,317	Closed	-$228K	–	1171
2025 Q4	$228K	Buy	+6,317	New	+$227K	0.01%	926
2025 Q3	–	Sell	-25,345	Closed	-$927K	–	1038
2025 Q2	$927K	Sell	25,345 -10,244	-29%	-$378K	0.04%	379
2025 Q1	$1.29M	Buy	+35,589	New	+$1.31M	0.07%	275
2024 Q3	–	Sell	-900	Closed	-$30.9K	–	927
2024 Q2	$31.2K	Buy	+900	New	+$31K	﹤0.01%	777
2023 Q4	–	Sell	-6,870	Closed	-$229K	–	750
2023 Q3	$229K	Buy	+6,870	New	+$227K	0.02%	561
2023 Q2	–	Sell	-2,092	Closed	-$65.2K	–	2753
2023 Q1	$65.2K	Sell	2,092 -4,837	-70%	-$151K	﹤0.01%	1562
2022 Q4	$219K	Buy	+6,929	New	+$217K	0.01%	855

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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return

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

SMG

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

HIA

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

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

Belpointe Asset Management's RISR Position: Q1 2026 in Review

Belpointe Asset Management sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q1 2026, closing a stake of 6,317 shares — an estimated $228K sold.

Belpointe Asset Management first reported a position in RISR in Q4 2022 and held it in 7 quarters. The position peaked at $1.29M in Q1 2025. 48 funds tracked by Wall St. Rank hold RISR as of Q1 2026.

Belpointe Asset Management reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q1 2026 after selling out during the quarter.
Belpointe Asset Management sold 6,317 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q1 2026, an estimated $228K.
Belpointe Asset Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2022 and held it in 7 quarters.
Belpointe Asset Management's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $1.29M in Q1 2025.
48 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q1 2026.

Based on Belpointe Asset Management's 13F filing for Q1 2026, filed 28 Apr 2026.