Kaizen Financial Strategies’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Kaizen Financial Strategies’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 Q1	–	Sell	-7,100	Closed	-$222K	–	137
2023 Q4	$222K	Sell	7,100 -500	-7%	-$16.6K	0.17%	103
2023 Q3	$254K	Sell	7,600 -200	-3%	-$6.61K	0.21%	82
2023 Q2	$255K	Sell	7,800 -600	-7%	-$19.2K	0.22%	88
2023 Q1	$262K	Sell	8,400 -300	-3%	-$9.36K	0.26%	72
2022 Q4	$265K	Sell	8,700 -100	-1%	-$3.13K	0.26%	86
2022 Q3	$278K	Buy	8,800 +1,000	+13%	+$31K	0.28%	82
2022 Q2	$253K	Buy	+7,800	New	+$253K	0.25%	95

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 $5.83B AUM 32.38% 1-Year Est. Return

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

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

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 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

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

KWM

Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return

Kaizen Financial Strategies's RISR Position: Q1 2024 in Review

Kaizen Financial Strategies sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q1 2024, closing a stake of 7,100 shares — an estimated $222K sold.

Kaizen Financial Strategies first reported a position in RISR in Q2 2022 and held it in 7 quarters. The position peaked at $278K in Q3 2022. 30 funds tracked by Wall St. Rank hold RISR as of Q1 2024.

Kaizen Financial Strategies reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q1 2024 after selling out during the quarter.
Kaizen Financial Strategies sold 7,100 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q1 2024, an estimated $222K.
Kaizen Financial Strategies first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and held it in 7 quarters.
Kaizen Financial Strategies's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $278K in Q3 2022.
30 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q1 2024.

Based on Kaizen Financial Strategies's 13F filing for Q1 2024, filed 3 May 2024.