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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
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 $520M AUM 13.78% 1-Year Est. Return
SA
Sanctuary Advisors Indianapolis, Indiana $18.5B AUM 23.32% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
AI
Atria Investments Charlotte, North Carolina $8.94B AUM 20.84% 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
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Coppell Advisory Solutions's RISR Position: Q2 2025 in Review

Coppell Advisory Solutions sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2025, closing a stake of 36,785 shares — an estimated $1.35M sold.

Coppell Advisory Solutions first reported a position in RISR in Q1 2025 and held it in 1 quarter. The position peaked at $1.35M in Q1 2025. 39 funds tracked by Wall St. Rank hold RISR as of Q2 2025.

  • Coppell Advisory Solutions reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q2 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 36,785 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2025, an estimated $1.35M.
  • Coppell Advisory Solutions first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2025 and held it in 1 quarter.
  • Coppell Advisory Solutions's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $1.35M in Q1 2025.
  • 39 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2025.

Based on Coppell Advisory Solutions's 13F filing for Q2 2025, filed 14 Aug 2025.