Impact Partnership Wealth’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Impact Partnership Wealth’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
2024 Q2	–	Sell	-272	Closed	-$8.99K	–	567
2024 Q1	$8.99K	Hold	272	–	–	﹤0.01%	457
2023 Q4	$8.51K	Sell	272 -73	-21%	-$2.43K	﹤0.01%	519
2023 Q3	$11.5K	Buy	345 +202	+141%	+$6.68K	﹤0.01%	571
2023 Q2	$4.61K	Buy	+143	New	+$4.58K	﹤0.01%	512

Other funds holding RISR

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SMG

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

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

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

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

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

SFA

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

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

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

Impact Partnership Wealth's RISR Position: Q2 2024 in Review

Impact Partnership Wealth sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2024, closing a stake of 272 shares — an estimated $8.99K sold.

Impact Partnership Wealth first reported a position in RISR in Q2 2023 and held it in 4 quarters. The position peaked at $11.5K in Q3 2023. 28 funds tracked by Wall St. Rank hold RISR as of Q2 2024.

Impact Partnership Wealth reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q2 2024 after selling out during the quarter.
Impact Partnership Wealth sold 272 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2024, an estimated $8.99K.
Impact Partnership Wealth first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2023 and held it in 4 quarters.
Impact Partnership Wealth's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $11.5K in Q3 2023.
28 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2024.

Based on Impact Partnership Wealth's 13F filing for Q2 2024, filed 2 Aug 2024.