Family Investment Center’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Family Investment Center’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 Q1	$43.4M	Buy	1,196,985 +292,936	+32%	+$10.5M	8.34%	3
2025 Q4	$32.6M	Buy	904,049 +35,160	+4%	+$1.27M	6.59%	5
2025 Q3	$31.1M	Buy	868,889 +71,515	+9%	+$2.62M	6.47%	5
2025 Q2	$29.2M	Buy	797,374 +58,346	+8%	+$2.15M	6.61%	5
2025 Q1	$26.8M	Buy	739,028 +562,458	+319%	+$20.6M	6.56%	5
2024 Q4	$6.46M	Buy	176,570 +166,184	+1,600%	+$5.91M	1.64%	20
2024 Q3	$353K	Buy	10,386 +391	+4%	+$13.4K	0.09%	59
2024 Q2	$347K	Sell	9,995 -4,626	-32%	-$159K	0.1%	52
2024 Q1	$483K	Buy	+14,621	New	+$482K	0.16%	46

Other funds holding RISR

RWP

Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return

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

SMG

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

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM

PFPG

Pinnacle Financial Partners (Georgia) Atlanta, Georgia $13.1B AUM

Family Investment Center's RISR Position: Q1 2026 in Review

Family Investment Center increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 32% in Q1 2026, buying an estimated $10.5M and bringing the position to 1,196,985 shares worth $43.4M. The position accounts for 8.34% of the portfolio, ranked #3.

Family Investment Center first reported a position in RISR in Q1 2024 and has held it in 9 quarters since. 46 funds tracked by Wall St. Rank hold RISR as of Q1 2026.

Family Investment Center held 1,196,985 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $43.4M as of Q1 2026.
Family Investment Center bought 292,936 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q1 2026, an estimated $10.5M.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 8.34% of Family Investment Center's portfolio in Q1 2026, its #3 holding.
Family Investment Center first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2024 and has held it in 9 quarters since.
46 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q1 2026.

Based on Family Investment Center's 13F filing for Q1 2026, filed 24 Apr 2026.