Jones Financial Companies’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Jones Financial Companies’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	-104	Closed	-$3.75K	–	4571
2025 Q3	$3.75K	Buy	+104	New	+$3.81K	﹤0.01%	3466

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 $67.3B AUM 21.9% 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 22.9% 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 $1.47B AUM 24.2% 1-Year Est. Return

Jones Financial Companies's RISR Position: Q4 2025 in Review

Jones Financial Companies sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q4 2025, closing a stake of 104 shares — an estimated $3.75K sold.

Jones Financial Companies first reported a position in RISR in Q3 2025 and held it in 1 quarter. The position peaked at $3.75K in Q3 2025. 45 funds tracked by Wall St. Rank hold RISR as of Q4 2025.

Jones Financial Companies reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q4 2025 after selling out during the quarter.
Jones Financial Companies sold 104 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q4 2025, an estimated $3.75K.
Jones Financial Companies first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2025 and held it in 1 quarter.
Jones Financial Companies's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $3.75K in Q3 2025.
45 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q4 2025.

Based on Jones Financial Companies's 13F filing for Q4 2025, filed 17 Feb 2026.