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CreativeOne Wealth’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

CreativeOne Wealth’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 		$252K Buy
+6,975
New +$253K 0.01% 1069

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Janney Montgomery Scott
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Truist Financial
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CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Envestnet Asset Management
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
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

CreativeOne Wealth's RISR Position: Q2 2026 in Review

CreativeOne Wealth opened a new position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2026: 6,975 shares worth $252K. The stake represents 0.01% of the portfolio and ranks #1069 among its holdings.

58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

  • CreativeOne Wealth held 6,975 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $252K as of Q2 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF was a new CreativeOne Wealth position in Q2 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.01% of CreativeOne Wealth's portfolio in Q2 2026, its #1069 holding.
  • 58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on CreativeOne Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.