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

Harbour 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 Q2	$3.28K	Sell	91 -9	-9%	-$327	﹤0.01%	3851
2026 Q1	$3.63K	Buy	+100	New	+$3.6K	﹤0.01%	3714
2025 Q3	–	Sell	-43	Closed	-$1.58K	–	3839
2025 Q2	$1.58K	Hold	43	–	–	﹤0.01%	3198
2025 Q1	$1.55K	Sell	43 -389	-90%	-$14.3K	﹤0.01%	3142
2024 Q4	$15.8K	Sell	432 -702	-62%	-$25K	﹤0.01%	2234
2024 Q3	$38.5K	Sell	1,134 -1,892	-63%	-$64.9K	﹤0.01%	1788
2024 Q2	$105K	Sell	3,026 -3,890	-56%	-$134K	﹤0.01%	1216
2024 Q1	$229K	Sell	6,916 -3,817	-36%	-$126K	0.01%	867
2023 Q4	$336K	Sell	10,733 -4,032	-27%	-$134K	0.01%	677
2023 Q3	$493K	Sell	14,765 -3,166	-18%	-$105K	0.02%	493
2023 Q2	$578K	Sell	17,931 -77	-0.4%	-$2.47K	0.03%	462
2023 Q1	$562K	Buy	18,008 +336	+2%	+$10.5K	0.03%	442
2022 Q4	$558K	Sell	17,672 -351,723	-95%	-$11M	0.03%	427
2022 Q3	$12M	Hold	369,395	–	–	0.81%	21
2022 Q2	$12M	Buy	+369,395	New	+$12M	0.81%	21

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

Harbour Investments's RISR Position: Q2 2026 in Review

Harbour Investments reduced its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 9% in Q2 2026, selling an estimated $327 and leaving 91 shares worth $3.28K. The position accounts for ﹤0.01% of the portfolio, ranked #3851.

Harbour Investments first reported a position in RISR in Q2 2022 and has held it in 15 quarters since. The position peaked at $12M in Q3 2022. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Harbour Investments held 91 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $3.28K as of Q2 2026.
Harbour Investments sold 9 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $327.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of Harbour Investments's portfolio in Q2 2026, its #3851 holding.
Harbour Investments first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and has held it in 15 quarters since.
Harbour Investments's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $12M in Q3 2022.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Harbour Investments's 13F filing for Q2 2026, filed 12 Aug 2026.