Fidelity Investments’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Fidelity Investments’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	–	Sell	-7	Closed	-$253	–	5542
2025 Q4	$253	Buy	7 +6	+600%	+$216	﹤0.01%	5197
2025 Q3	$36	Buy	+1	New	+$37	﹤0.01%	5273
2025 Q1	–	Sell	-3	Closed	-$110	–	5634
2024 Q4	$110	Sell	3 -64	-96%	-$2.28K	﹤0.01%	5096
2024 Q3	$2.28K	Buy	+67	New	+$2.3K	﹤0.01%	4788
2024 Q2	–	Sell	-1	Closed	-$33	–	5594
2024 Q1	$33	Buy	+1	New	+$33	﹤0.01%	5096
2023 Q4	–	Sell	-1	Closed	-$33	–	5616
2023 Q3	$33	Hold	1	–	–	﹤0.01%	5000
2023 Q2	$32	Buy	+1	New	+$32	﹤0.01%	5090
2022 Q4	–	Sell	-1	Closed	–	–	5549
2022 Q3	$0	Hold	1	–	–	﹤0.01%	5318
2022 Q2	$0	Buy	+1	New	+$32	﹤0.01%	5399

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

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

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

BCI

Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 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 $1.04B AUM 24.74% 1-Year Est. Return

HWMG

Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

Fidelity Investments's RISR Position: Q1 2026 in Review

Fidelity Investments sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q1 2026, closing a stake of 7 shares — an estimated $253 sold.

Fidelity Investments first reported a position in RISR in Q2 2022 and held it in 9 quarters. The position peaked at $2.28K in Q3 2024. 48 funds tracked by Wall St. Rank hold RISR as of Q1 2026.

Fidelity Investments reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q1 2026 after selling out during the quarter.
Fidelity Investments sold 7 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q1 2026, an estimated $253.
Fidelity Investments first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and held it in 9 quarters.
Fidelity Investments's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $2.28K in Q3 2024.
48 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q1 2026.

Based on Fidelity Investments's 13F filing for Q1 2026, filed 15 May 2026.