Coppell Advisory Solutions’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Coppell Advisory Solutions’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 Q2	$8.86M	Buy	+3,398	New	+$123K	0.73%	28
2025 Q2	–	Sell	-36,785	Closed	-$1.35M	–	429
2025 Q1	$1.35M	Buy	+36,785	New	+$1.35M	0.19%	123

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return

Coppell Advisory Solutions's RISR Position: Q2 2026 in Review

Coppell Advisory Solutions opened a new position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2026: 3,398 shares worth $8.86M. The stake represents 0.73% of the portfolio and ranks #28 among its holdings. This is a return to the name: Coppell Advisory Solutions previously reported a position in RISR as recently as Q1 2025.

Coppell Advisory Solutions first reported a position in RISR in Q1 2025 and has held it in 2 quarters since. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Coppell Advisory Solutions held 3,398 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $8.86M as of Q2 2026.
FolioBeyond Alternative Income and Interest Rate Hedge ETF was a new Coppell Advisory Solutions position in Q2 2026.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.73% of Coppell Advisory Solutions's portfolio in Q2 2026, its #28 holding.
Coppell Advisory Solutions first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2025 and has held it in 2 quarters since.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Coppell Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.