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Clear Point Advisors’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Clear Point Advisors’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
Q4 		– Sell
-2
Closed -$80 – 440
2024
Q3 		$80 Hold
2
– – ﹤0.01% 549
2024
Q2 		$81 Hold
2
– – ﹤0.01% 544
2024
Q1 		$76 Hold
2
– – ﹤0.01% 549
2023
Q4 		$69 Buy
+2
New +$67 ﹤0.01% 533

Other funds holding RISR

Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
GVCM
Global View Capital Management Waukesha, Wisconsin $377M AUM 31.41% 1-Year Est. Return
CAL
Capital Advisors Ltd Shaker Heights, Ohio $991M AUM 19.82% 1-Year Est. Return

Clear Point Advisors's RISR Position: Q4 2024 in Review

Clear Point Advisors sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q4 2024, closing a stake of 2 shares — an estimated $80 sold.

Clear Point Advisors first reported a position in RISR in Q4 2023 and held it in 4 quarters. The position peaked at $81 in Q2 2024. 34 funds tracked by Wall St. Rank hold RISR as of Q4 2024.

  • Clear Point Advisors reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q4 2024 after selling out during the quarter.
  • Clear Point Advisors sold 2 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q4 2024, an estimated $80.
  • Clear Point Advisors first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2023 and held it in 4 quarters.
  • Clear Point Advisors's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $81 in Q2 2024.
  • 34 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q4 2024.

Based on Clear Point Advisors's 13F filing for Q4 2024, filed 3 Feb 2025.