Commonwealth Equity Services’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Commonwealth Equity Services’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
2022 Q3	–	Sell	-87,214	Closed	-$2.83M	–	3751
2022 Q2	$2.83M	Buy	+87,214	New	+$2.83M	0.01%	1210

Other funds holding RISR

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

LAM

LFS Asset Management San Ramon, California $99.1M AUM

NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

CHAM

Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

Commonwealth Equity Services's RISR Position: Q3 2022 in Review

Commonwealth Equity Services sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q3 2022, closing a stake of 87,214 shares — an estimated $2.83M sold.

Commonwealth Equity Services first reported a position in RISR in Q2 2022 and held it in 1 quarter. The position peaked at $2.83M in Q2 2022. 25 funds tracked by Wall St. Rank hold RISR as of Q3 2022.

Commonwealth Equity Services reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q3 2022 after selling out during the quarter.
Commonwealth Equity Services sold 87,214 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2022, an estimated $2.83M.
Commonwealth Equity Services first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and held it in 1 quarter.
Commonwealth Equity Services's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $2.83M in Q2 2022.
25 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2022.

Based on Commonwealth Equity Services's 13F filing for Q3 2022, filed 14 Nov 2022.