Cetera Investment Advisers
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Cetera Investment Advisers’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Cetera Investment Advisers’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
2023
Q4 		– Sell
-15,492
Closed -$517K – 2335
2023
Q3 		$517K Buy
+15,492
New +$512K ﹤0.01% 1398

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
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 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
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Cetera Investment Advisers's RISR Position: Q4 2023 in Review

Cetera Investment Advisers sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q4 2023, closing a stake of 15,492 shares — an estimated $517K sold.

Cetera Investment Advisers first reported a position in RISR in Q3 2023 and held it in 1 quarter. The position peaked at $517K in Q3 2023. 26 funds tracked by Wall St. Rank hold RISR as of Q4 2023.

  • Cetera Investment Advisers reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q4 2023 after selling out during the quarter.
  • Cetera Investment Advisers sold 15,492 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q4 2023, an estimated $517K.
  • Cetera Investment Advisers first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2023 and held it in 1 quarter.
  • Cetera Investment Advisers's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $517K in Q3 2023.
  • 26 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q4 2023.

Based on Cetera Investment Advisers's 13F filing for Q4 2023, filed 13 Feb 2024.