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

BlackDiamond 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
2026 Q1	$526K	Buy	14,515 +373	+3%	+$13.4K	0.25%	88
2025 Q4	$510K	Sell	14,142 -1,323	-9%	-$47.6K	0.25%	87
2025 Q3	$554K	Buy	15,465 +476	+3%	+$17.5K	0.3%	65
2025 Q2	$548K	Sell	14,989 -32	-0.2%	-$1.18K	0.32%	59
2025 Q1	$555K	Sell	15,021 -1,676	-10%	-$61.5K	0.38%	51
2024 Q4	$611K	Buy	16,697 +667	+4%	+$23.7K	0.35%	62
2024 Q3	$571K	Sell	16,030 -12,603	-44%	-$432K	0.35%	72
2024 Q2	$991K	Buy	28,633 +2,069	+8%	+$71.3K	0.65%	43
2024 Q1	$878K	Buy	26,564 +172	+0.7%	+$5.67K	0.63%	42
2023 Q4	$862K	Sell	26,392 -2,325	-8%	-$77.4K	0.63%	40
2023 Q3	$986K	Buy	28,717 +4,393	+18%	+$145K	0.89%	33
2023 Q2	$789K	Buy	24,324 +2,967	+14%	+$95K	0.67%	33
2023 Q1	$668K	Sell	21,357 -26,345	-55%	-$822K	0.68%	30
2022 Q4	$1.46M	Buy	47,702 +6,436	+16%	+$202K	1.66%	16
2022 Q3	$1.33M	Buy	+41,266	New	+$1.28M	1.6%	18

Other funds holding RISR

FIC

Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 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 $935M AUM 17.66% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

BlackDiamond Wealth Management's RISR Position: Q1 2026 in Review

BlackDiamond Wealth Management increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 2.6% in Q1 2026, buying an estimated $13.4K and bringing the position to 14,515 shares worth $526K. The position accounts for 0.25% of the portfolio, ranked #88.

BlackDiamond Wealth Management first reported a position in RISR in Q3 2022 and has held it in 15 quarters since. The position peaked at $1.46M in Q4 2022. 46 funds tracked by Wall St. Rank hold RISR as of Q1 2026.

BlackDiamond Wealth Management held 14,515 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $526K as of Q1 2026.
BlackDiamond Wealth Management bought 373 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q1 2026, an estimated $13.4K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.25% of BlackDiamond Wealth Management's portfolio in Q1 2026, its #88 holding.
BlackDiamond Wealth Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2022 and has held it in 15 quarters since.
BlackDiamond Wealth Management's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $1.46M in Q4 2022.
46 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q1 2026.

Based on BlackDiamond Wealth Management's 13F filing for Q1 2026, filed 12 May 2026.