Focus Financial Network’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Focus Financial Network’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 Q3	$2.94M	Buy	79,409 +17,051	+27%	+$625K	0.09%	170
2026 Q2	$2.26M	Buy	62,358 +39,920	+178%	+$1.45M	0.07%	225
2026 Q1	$813K	Buy	22,438 +87	+0.4%	+$3.13K	0.03%	353
2025 Q4	$807K	Buy	22,351 +1,104	+5%	+$39.8K	0.03%	350
2025 Q3	$761K	Buy	21,247 +1,439	+7%	+$52.8K	0.03%	359
2025 Q2	$724K	Buy	19,808 +272	+1%	+$10K	0.03%	355
2025 Q1	$710K	Buy	19,536 +8,244	+73%	+$302K	0.03%	350
2024 Q4	$413K	Buy	+11,292	New	+$402K	0.02%	461

Other funds holding RISR

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

IFP Advisors Tampa, Florida $5.86B AUM 20.09% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Encompass More Asset Management Danville, California $712M AUM 16.28% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

OPWM

Oregon Pacific Wealth Management Medford, Oregon $108M AUM 11.89% 1-Year Est. Return

Focus Financial Network's RISR Position: Q3 2026 in Review

Focus Financial Network increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 27% in Q3 2026, buying an estimated $625K and bringing the position to 79,409 shares worth $2.94M. The position accounts for 0.09% of the portfolio, ranked #170.

Focus Financial Network first reported a position in RISR in Q4 2024 and has held it in 8 quarters since. 16 funds tracked by Wall St. Rank hold RISR as of Q3 2026.

Focus Financial Network held 79,409 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $2.94M as of Q3 2026.
Focus Financial Network bought 17,051 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2026, an estimated $625K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.09% of Focus Financial Network's portfolio in Q3 2026, its #170 holding.
Focus Financial Network first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2024 and has held it in 8 quarters since.
16 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2026.

Based on Focus Financial Network's 13F filing for Q3 2026, filed 14 Oct 2026.