Jeff Yass’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Jeff Yass’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
2025 Q4	–	Sell	-27,214	Closed	-$975K	–	13407
2025 Q3	$975K	Buy	+27,214	New	+$998K	﹤0.01%	7424
2024 Q4	–	Sell	-37,722	Closed	-$1.28M	–	13048
2024 Q3	$1.28M	Buy	37,722 +11,200	+42%	+$384K	﹤0.01%	6257
2024 Q2	$920K	Sell	26,522 -17,098	-39%	-$589K	﹤0.01%	6791
2024 Q1	$1.44M	Buy	43,620 +20,705	+90%	+$683K	﹤0.01%	6096
2023 Q4	$717K	Buy	+22,915	New	+$763K	﹤0.01%	7795
2023 Q2	–	Sell	-8,450	Closed	-$264K	–	12965
2023 Q1	$264K	Buy	+8,450	New	+$264K	﹤0.01%	10012
2022 Q4	–	Sell	-8,431	Closed	-$266K	–	13482
2022 Q3	$266K	Sell	8,431 -22,305	-73%	-$692K	﹤0.01%	10100
2022 Q2	$997K	Buy	+30,736	New	+$997K	﹤0.01%	6542

Other funds holding RISR

FIC

Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

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

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

JWCA

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

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

OPOWM

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Jeff Yass's RISR Position: Q4 2025 in Review

Jeff Yass sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q4 2025, closing a stake of 27,214 shares — an estimated $975K sold.

Jeff Yass first reported a position in RISR in Q2 2022 and held it in 8 quarters. The position peaked at $1.44M in Q1 2024. 45 funds tracked by Wall St. Rank hold RISR as of Q4 2025.

Jeff Yass reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q4 2025 after selling out during the quarter.
Jeff Yass sold 27,214 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q4 2025, an estimated $975K.
Jeff Yass first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and held it in 8 quarters.
Jeff Yass's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $1.44M in Q1 2024.
45 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q4 2025.

Based on Susquehanna International Group's 13F filing for Q4 2025, filed 17 Feb 2026.