Harbor Investment Advisory’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Harbor Investment Advisory’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	$5.9M	Buy	162,869 +11,800	+8%	+$429K	0.41%	50
2026 Q1	$5.47M	Buy	151,069 +52,744	+54%	+$1.9M	0.43%	46
2025 Q4	$3.55M	Buy	98,325 +33,952	+53%	+$1.22M	0.27%	69
2025 Q3	$2.31M	Buy	64,373 +60,108	+1,409%	+$2.2M	0.19%	95
2025 Q2	$156K	Buy	4,265 +3,600	+541%	+$133K	0.01%	412
2025 Q1	$24.2K	Buy	665 +165	+33%	+$6.05K	﹤0.01%	746
2024 Q4	$18.3K	Buy	+500	New	+$17.8K	﹤0.01%	761

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

SMG

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

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return

Harbor Investment Advisory's RISR Position: Q2 2026 in Review

Harbor Investment Advisory increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 7.8% in Q2 2026, buying an estimated $429K and bringing the position to 162,869 shares worth $5.9M. The position accounts for 0.41% of the portfolio, ranked #50.

Harbor Investment Advisory 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.

Harbor Investment Advisory held 162,869 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $5.9M as of Q2 2026.
Harbor Investment Advisory bought 11,800 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $429K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.41% of Harbor Investment Advisory's portfolio in Q2 2026, its #50 holding.
Harbor Investment Advisory 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 Harbor Investment Advisory's 13F filing for Q2 2026, filed 7 Jul 2026.