Cerity Partners
RISR icon

Cerity Partners’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Cerity Partners’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
2024
Q1 		– Sell
-6,885
Closed -$216K – 2342
2023
Q4 		$216K Buy
+6,885
New +$229K ﹤0.01% 1683

Other funds holding RISR

SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
LJAC
L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Susquehanna International Group
Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Cerity Partners's RISR Position: Q1 2024 in Review

Cerity Partners sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q1 2024, closing a stake of 6,885 shares — an estimated $216K sold.

Cerity Partners first reported a position in RISR in Q4 2023 and held it in 1 quarter. The position peaked at $216K in Q4 2023. 30 funds tracked by Wall St. Rank hold RISR as of Q1 2024.

  • Cerity Partners reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q1 2024 after selling out during the quarter.
  • Cerity Partners sold 6,885 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q1 2024, an estimated $216K.
  • Cerity Partners first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2023 and held it in 1 quarter.
  • Cerity Partners's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $216K in Q4 2023.
  • 30 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q1 2024.

Based on Cerity Partners's 13F filing for Q1 2024, filed 14 May 2024.