Carson Wealth (CWM LLC)
RISR icon

Carson Wealth (CWM LLC)’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Carson Wealth (CWM LLC)’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
2025
Q3 		– Sell
-409
Closed -$15K – 5500
2025
Q2 		$15K Buy
409
+281
+220% +$10.4K ﹤0.01% 4091
2025
Q1 		$5K Buy
+128
New +$4.7K ﹤0.01% 4482

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Carson Wealth (CWM LLC)'s RISR Position: Q3 2025 in Review

Carson Wealth (CWM LLC) sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q3 2025, closing a stake of 409 shares — an estimated $15K sold.

Carson Wealth (CWM LLC) first reported a position in RISR in Q1 2025 and held it in 2 quarters. The position peaked at $15K in Q2 2025. 45 funds tracked by Wall St. Rank hold RISR as of Q3 2025.

  • Carson Wealth (CWM LLC) reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q3 2025 after selling out during the quarter.
  • Carson Wealth (CWM LLC) sold 409 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2025, an estimated $15K.
  • Carson Wealth (CWM LLC) first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2025 and held it in 2 quarters.
  • Carson Wealth (CWM LLC)'s FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $15K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2025.

Based on Carson Wealth (CWM LLC)'s 13F filing for Q3 2025, filed 15 Oct 2025.