Independent Wealth Network’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Independent Wealth Network’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 Q3	–	Sell	-72,571	Closed	-$2.52M	–	232
2024 Q2	$2.52M	Buy	+72,571	New	+$2.5M	1.17%	19

Other funds holding RISR

JWCA

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

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

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 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

Susquehanna International Group Bala Cynwyd, Pennsylvania $893B AUM 36.07% 1-Year Est. Return

SFA

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

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Independent Wealth Network's RISR Position: Q3 2024 in Review

Independent Wealth Network sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q3 2024, closing a stake of 72,571 shares — an estimated $2.52M sold.

Independent Wealth Network first reported a position in RISR in Q2 2024 and held it in 1 quarter. The position peaked at $2.52M in Q2 2024. 29 funds tracked by Wall St. Rank hold RISR as of Q3 2024.

Independent Wealth Network reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q3 2024 after selling out during the quarter.
Independent Wealth Network sold 72,571 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2024, an estimated $2.52M.
Independent Wealth Network first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2024 and held it in 1 quarter.
Independent Wealth Network's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $2.52M in Q2 2024.
29 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2024.

Based on Independent Wealth Network's 13F filing for Q3 2024, filed 15 Oct 2024.