Harbour Wealth Management Group’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Harbour Wealth Management Group’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	$4.02M	Buy	111,066 +1,973	+2%	+$71.7K	2.72%	13
2026 Q1	$3.95M	Buy	109,093 +14,727	+16%	+$530K	2.98%	8
2025 Q4	$3.41M	Buy	+94,366	New	+$3.4M	2.67%	10

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 Wealth Management Group's RISR Position: Q2 2026 in Review

Harbour Wealth Management Group increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 1.8% in Q2 2026, buying an estimated $71.7K and bringing the position to 111,066 shares worth $4.02M. The position accounts for 2.72% of the portfolio, ranked #13.

Harbour Wealth Management Group first reported a position in RISR in Q4 2025 and has held it in 3 quarters since. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Harbour Wealth Management Group held 111,066 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $4.02M as of Q2 2026.
Harbour Wealth Management Group bought 1,973 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $71.7K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 2.72% of Harbour Wealth Management Group's portfolio in Q2 2026, its #13 holding.
Harbour Wealth Management Group first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2025 and has held it in 3 quarters since.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Harbour Wealth Management Group's 13F filing for Q2 2026, filed 7 Aug 2026.