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Claris Financial’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Claris Financial’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 		$426K Buy
+11,770
New +$423K 0.23% 95

Other funds holding RISR

FIC
Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 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 $1.04B AUM 24.74% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

Claris Financial's RISR Position: Q1 2026 in Review

Claris Financial opened a new position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q1 2026: 11,770 shares worth $426K. The stake represents 0.23% of the portfolio and ranks #95 among its holdings.

48 funds tracked by Wall St. Rank hold RISR as of Q1 2026.

  • Claris Financial held 11,770 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $426K as of Q1 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF was a new Claris Financial position in Q1 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.23% of Claris Financial's portfolio in Q1 2026, its #95 holding.
  • 48 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q1 2026.

Based on Claris Financial's 13F filing for Q1 2026, filed 18 May 2026.