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

IFP 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
2022
Q4 		– Sell
-10
Closed -$1K – 4797
2022
Q3 		$1K Hold
10
– – ﹤0.01% 4661
2022
Q2 		$1K Hold
10
– – ﹤0.01% 4433
2022
Q1 		$1K Buy
+10
New +$288 ﹤0.01% 4431

Other funds holding RISR

SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
Jane Street
Jane Street New York $777B AUM 61.18% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $94.2B AUM 21.24% 1-Year Est. Return
SFA
Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return
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
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

IFP Advisors's RISR Position: Q4 2022 in Review

IFP Advisors sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q4 2022, closing a stake of 10 shares — an estimated $1K sold.

IFP Advisors first reported a position in RISR in Q1 2022 and held it in 3 quarters. The position peaked at $1K in Q3 2022. 25 funds tracked by Wall St. Rank hold RISR as of Q4 2022.

  • IFP Advisors reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q4 2022 after selling out during the quarter.
  • IFP Advisors sold 10 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q4 2022, an estimated $1K.
  • IFP Advisors first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2022 and held it in 3 quarters.
  • IFP Advisors's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $1K in Q3 2022.
  • 25 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q4 2022.

Based on IFP Advisors's 13F filing for Q4 2022, filed 7 Feb 2023.