Creekmur Asset Management’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Creekmur Asset Management’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 Q3	$1.43K	Hold	40	–	–	﹤0.01%	644
2025 Q2	$1.46K	Hold	40	–	–	﹤0.01%	652
2025 Q1	$1.45K	Hold	40	–	–	﹤0.01%	612
2024 Q4	$1.46K	Hold	40	–	–	﹤0.01%	631
2024 Q3	$1.36K	Sell	40 -357	-90%	-$12.2K	﹤0.01%	691
2024 Q2	$13.8K	Hold	397	–	–	﹤0.01%	451
2024 Q1	$13.1K	Sell	397 -603	-60%	-$19.9K	﹤0.01%	447
2023 Q4	$31.3K	Buy	+1,000	New	+$33.3K	0.01%	365

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

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

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

SMG

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

Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Creekmur Asset Management's RISR Position: Q3 2025 in Review

Creekmur Asset Management held its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) position steady in Q3 2025 at 40 shares worth $1.43K. The position accounts for ﹤0.01% of the portfolio, ranked #644.

Creekmur Asset Management first reported a position in RISR in Q4 2023 and has held it in 8 quarters since. The position peaked at $31.3K in Q4 2023. 45 funds tracked by Wall St. Rank hold RISR as of Q3 2025.

Creekmur Asset Management held 40 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $1.43K as of Q3 2025.
Creekmur Asset Management left its FolioBeyond Alternative Income and Interest Rate Hedge ETF share count unchanged in Q3 2025.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of Creekmur Asset Management's portfolio in Q3 2025, its #644 holding.
Creekmur Asset Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2023 and has held it in 8 quarters since.
Creekmur Asset Management's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $31.3K in Q4 2023.
45 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2025.

Based on Creekmur Asset Management's 13F filing for Q3 2025, filed 12 Nov 2025.