Envestnet Asset Management
RISR icon

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

Envestnet 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
2026
Q2 		$8.84M Buy
244,321
+31,550
+15% +$1.15M ﹤0.01% 2033
2026
Q1 		$7.71M Buy
212,771
+104,955
+97% +$3.78M ﹤0.01% 2005
2025
Q4 		$3.89M Sell
107,816
-23
-0% -$828 ﹤0.01% 2354
2025
Q3 		$3.86M Buy
107,839
+19,387
+22% +$711K ﹤0.01% 2425
2025
Q2 		$3.23M Buy
88,452
+33,712
+62% +$1.24M ﹤0.01% 2506
2025
Q1 		$1.99M Buy
54,740
+6,431
+13% +$236K ﹤0.01% 2733
2024
Q4 		$1.77M Buy
48,309
+26,295
+119% +$935K ﹤0.01% 2778
2024
Q3 		$748K Buy
22,014
+9,116
+71% +$313K ﹤0.01% 3295
2024
Q2 		$447K Buy
12,898
+1,727
+15% +$59.5K ﹤0.01% 3517
2024
Q1 		$369K Buy
11,171
+240
+2% +$7.92K ﹤0.01% 3614
2023
Q4 		$342K Sell
10,931
-13,497
-55% -$449K ﹤0.01% 3540
2023
Q3 		$816K Sell
24,428
-14,434
-37% -$477K ﹤0.01% 2956
2023
Q2 		$1.25M Sell
38,862
-44,825
-54% -$1.44M ﹤0.01% 2578
2023
Q1 		$2.61M Sell
83,687
-18,082
-18% -$564K ﹤0.01% 2041
2022
Q4 		$3.21M Buy
101,769
+70,161
+222% +$2.2M ﹤0.01% 1854
2022
Q3 		$997K Buy
31,608
+1,786
+6% +$55.4K ﹤0.01% 2570
2022
Q2 		$967K Buy
29,822
+7,487
+34% +$243K ﹤0.01% 2617
2022
Q1 		$668K Buy
+22,335
New +$644K ﹤0.01% 2950

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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 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
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return

Envestnet Asset Management's RISR Position: Q2 2026 in Review

Envestnet Asset Management increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 15% in Q2 2026, buying an estimated $1.15M and bringing the position to 244,321 shares worth $8.84M. The position accounts for ﹤0.01% of the portfolio, ranked #2033.

Envestnet Asset Management first reported a position in RISR in Q1 2022 and has held it in 18 quarters since. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

  • Envestnet Asset Management held 244,321 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $8.84M as of Q2 2026.
  • Envestnet Asset Management bought 31,550 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $1.15M.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of Envestnet Asset Management's portfolio in Q2 2026, its #2033 holding.
  • Envestnet Asset Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2022 and has held it in 18 quarters since.
  • 58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Envestnet Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.