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

IFS 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 Q4	–	Sell	-162	Closed	-$5.39K	–	152
2023 Q3	$5.41K	Hold	162	–	–	0.01%	76
2023 Q2	$5.23K	Hold	162	–	–	0.01%	78
2023 Q1	$5.05K	Hold	162	–	–	0.02%	64
2022 Q4	$5.12K	Buy	+162	New	+$5.08K	0.01%	71

Other funds holding RISR

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

IFS Advisors's RISR Position: Q4 2023 in Review

IFS Advisors sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q4 2023, closing a stake of 162 shares — an estimated $5.39K sold.

IFS Advisors first reported a position in RISR in Q4 2022 and held it in 4 quarters. The position peaked at $5.41K in Q3 2023. 26 funds tracked by Wall St. Rank hold RISR as of Q4 2023.

IFS Advisors reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q4 2023 after selling out during the quarter.
IFS Advisors sold 162 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q4 2023, an estimated $5.39K.
IFS Advisors first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2022 and held it in 4 quarters.
IFS Advisors's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $5.41K in Q3 2023.
26 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q4 2023.

Based on IFS Advisors's 13F filing for Q4 2023, filed 5 Jan 2024.