HighTower Advisors
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HighTower Advisors’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

HighTower Advisors’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
2023
Q1 		– Sell
-148,818
Closed -$4.7M – 3628
2022
Q4 		$4.7M Buy
+148,818
New +$4.67M 0.01% 881

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FHC
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Osaic Holdings
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Jane Street
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Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

HighTower Advisors's RISR Position: Q1 2023 in Review

HighTower Advisors sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q1 2023, closing a stake of 148,818 shares — an estimated $4.7M sold.

HighTower Advisors first reported a position in RISR in Q4 2022 and held it in 1 quarter. The position peaked at $4.7M in Q4 2022. 24 funds tracked by Wall St. Rank hold RISR as of Q1 2023.

  • HighTower Advisors reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q1 2023 after selling out during the quarter.
  • HighTower Advisors sold 148,818 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q1 2023, an estimated $4.7M.
  • HighTower Advisors first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2022 and held it in 1 quarter.
  • HighTower Advisors's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $4.7M in Q4 2022.
  • 24 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q1 2023.

Based on HighTower Advisors's 13F filing for Q1 2023, filed 12 May 2023.