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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
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

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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
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
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
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

Focus Financial Network's RISR Position: Q2 2026 in Review

Focus Financial Network increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 178% in Q2 2026, buying an estimated $1.45M and bringing the position to 62,358 shares worth $2.26M. The position accounts for 0.07% of the portfolio, ranked #225.

Focus Financial Network first reported a position in RISR in Q4 2024 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

  • Focus Financial Network held 62,358 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $2.26M as of Q2 2026.
  • Focus Financial Network bought 39,920 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $1.45M.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.07% of Focus Financial Network's portfolio in Q2 2026, its #225 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 7 quarters since.
  • 58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Focus Financial Network's 13F filing for Q2 2026, filed 9 Jul 2026.