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Ergawealth Advisors’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Ergawealth Advisors’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 		– Sell
-18,347
Closed -$671K – 80
2025
Q2 		$671K Buy
18,347
+1,008
+6% +$37.2K 0.3% 36
2025
Q1 		$630K Buy
+17,339
New +$636K 0.31% 30

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
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
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
SA
Sanctuary Advisors Indianapolis, Indiana $21.6B AUM 28.31% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.54% 1-Year Est. Return

Ergawealth Advisors's RISR Position: Q3 2025 in Review

Ergawealth Advisors sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q3 2025, closing a stake of 18,347 shares — an estimated $671K sold.

Ergawealth Advisors first reported a position in RISR in Q1 2025 and held it in 2 quarters. The position peaked at $671K in Q2 2025. 45 funds tracked by Wall St. Rank hold RISR as of Q3 2025.

  • Ergawealth Advisors reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q3 2025 after selling out during the quarter.
  • Ergawealth Advisors sold 18,347 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2025, an estimated $671K.
  • Ergawealth Advisors first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2025 and held it in 2 quarters.
  • Ergawealth Advisors's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $671K in Q2 2025.
  • 45 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2025.

Based on Ergawealth Advisors's 13F filing for Q3 2025, filed 20 Oct 2025.