Berger Financial Group’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Berger Financial Group’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	$3.15M	Buy	87,124 +3,815	+5%	+$139K	0.16%	113
2026 Q1	$3.02M	Sell	83,309 -2,104	-2%	-$75.7K	0.17%	111
2025 Q4	$3.08M	Buy	85,413 +24,975	+41%	+$899K	0.18%	112
2025 Q3	$2.17M	Buy	+60,438	New	+$2.22M	0.13%	132

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

Berger Financial Group's RISR Position: Q2 2026 in Review

Berger Financial Group increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 4.6% in Q2 2026, buying an estimated $139K and bringing the position to 87,124 shares worth $3.15M. The position accounts for 0.16% of the portfolio, ranked #113.

Berger Financial Group first reported a position in RISR in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Berger Financial Group held 87,124 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $3.15M as of Q2 2026.
Berger Financial Group bought 3,815 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $139K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.16% of Berger Financial Group's portfolio in Q2 2026, its #113 holding.
Berger Financial Group first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2025 and has held it in 4 quarters since.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Berger Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.