FIG Financial Advisory Services’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

FIG Financial Advisory Services’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	$1.92M	Buy	52,901 +36,765	+228%	+$1.34M	1.12%	23
2026 Q1	$584K	Buy	16,136 +1,360	+9%	+$48.9K	0.37%	60
2025 Q4	$534K	Sell	14,776 -71,666	-83%	-$2.58M	0.34%	51
2025 Q3	$3.1M	Buy	+86,442	New	+$3.17M	1.94%	8

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

FIG Financial Advisory Services's RISR Position: Q2 2026 in Review

FIG Financial Advisory Services increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 228% in Q2 2026, buying an estimated $1.34M and bringing the position to 52,901 shares worth $1.92M. The position accounts for 1.12% of the portfolio, ranked #23.

FIG Financial Advisory Services first reported a position in RISR in Q3 2025 and has held it in 4 quarters since. The position peaked at $3.1M in Q3 2025. 55 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

FIG Financial Advisory Services held 52,901 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $1.92M as of Q2 2026.
FIG Financial Advisory Services bought 36,765 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $1.34M.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 1.12% of FIG Financial Advisory Services's portfolio in Q2 2026, its #23 holding.
FIG Financial Advisory Services first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2025 and has held it in 4 quarters since.
FIG Financial Advisory Services's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $3.1M in Q3 2025.
55 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on FIG Financial Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.