Capital Advisors Ltd
RISR icon

Capital Advisors Ltd’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Capital Advisors Ltd’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
Q3 		$866K Buy
23,378
+3,263
+16% +$120K 0.09% 138
2026
Q2 		$728K Sell
20,115
-125
-0.6% -$4.54K 0.07% 154
2026
Q1 		$733K Buy
20,240
+20,214
+77,746% +$727K 0.08% 143
2025
Q4 		$1K Sell
26
-21,112
-100% -$760K ﹤0.01% 1267
2025
Q3 		$758K Sell
21,138
-225
-1% -$8.25K 0.09% 132
2025
Q2 		$781K Buy
21,363
+486
+2% +$17.9K 0.1% 121
2025
Q1 		$758K Hold
20,877
– – 0.1% 122
2024
Q4 		$764K Hold
20,877
– – 0.1% 121
2024
Q3 		$709K Sell
20,877
-1,773
-8% -$60.8K 0.09% 128
2024
Q2 		$786K Buy
22,650
+28
+0.1% +$965 0.1% 117
2024
Q1 		$748K Sell
22,622
-2,507
-10% -$82.7K 0.1% 119
2023
Q4 		$787K Buy
25,129
+40
+0.2% +$1.33K 0.11% 109
2023
Q3 		$838K Buy
25,089
+41
+0.2% +$1.36K 0.13% 98
2023
Q2 		$808K Sell
25,048
-34
-0.1% -$1.09K 0.12% 104
2023
Q1 		$782K Buy
25,082
+46
+0.2% +$1.44K 0.13% 95
2022
Q4 		$791K Sell
25,036
-3,368
-12% -$106K 0.14% 96
2022
Q3 		$896K Buy
28,404
+14,403
+103% +$447K 0.17% 83
2022
Q2 		$454K Buy
+14,001
New +$454K 0.09% 137

Other funds holding RISR

Family Investment Center
Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Bullseye Investment Management
Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return

Capital Advisors Ltd's RISR Position: Q3 2026 in Review

Capital Advisors Ltd increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 16% in Q3 2026, buying an estimated $120K and bringing the position to 23,378 shares worth $866K. The position accounts for 0.09% of the portfolio, ranked #138.

Capital Advisors Ltd first reported a position in RISR in Q2 2022 and has held it in 18 quarters since. The position peaked at $896K in Q3 2022. 33 funds tracked by Wall St. Rank hold RISR as of Q3 2026.

  • Capital Advisors Ltd held 23,378 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $866K as of Q3 2026.
  • Capital Advisors Ltd bought 3,263 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2026, an estimated $120K.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.09% of Capital Advisors Ltd's portfolio in Q3 2026, its #138 holding.
  • Capital Advisors Ltd first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and has held it in 18 quarters since.
  • Capital Advisors Ltd's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $896K in Q3 2022.
  • 33 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2026.

Based on Capital Advisors Ltd's 13F filing for Q3 2026, filed 27 Oct 2026.