Kestra Advisory Services’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Kestra Advisory Services’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
2026 Q2	$776K	Buy	21,429 +833	+4%	+$30.3K	﹤0.01%	2007
2026 Q1	$746K	Sell	20,596 -3,513	-15%	-$126K	﹤0.01%	1932
2025 Q4	$871K	Buy	24,109 +428	+2%	+$15.4K	﹤0.01%	1754
2025 Q3	$849K	Sell	23,681 -822	-3%	-$30.1K	﹤0.01%	1693
2025 Q2	$896K	Buy	24,503 +2,367	+11%	+$87.2K	﹤0.01%	1552
2025 Q1	$804K	Buy	22,136 +1,685	+8%	+$61.8K	﹤0.01%	1522
2024 Q4	$749K	Buy	20,451 +961	+5%	+$34.2K	﹤0.01%	1594
2024 Q3	$662K	Buy	+19,490	New	+$669K	﹤0.01%	1582

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

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

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

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

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

HIA

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

SMG

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

Kestra Advisory Services's RISR Position: Q2 2026 in Review

Kestra Advisory Services increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 4% in Q2 2026, buying an estimated $30.3K and bringing the position to 21,429 shares worth $776K. The position accounts for ﹤0.01% of the portfolio, ranked #2007.

Kestra Advisory Services first reported a position in RISR in Q3 2024 and has held it in 8 quarters since. The position peaked at $896K in Q2 2025. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Kestra Advisory Services held 21,429 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $776K as of Q2 2026.
Kestra Advisory Services bought 833 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $30.3K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of Kestra Advisory Services's portfolio in Q2 2026, its #2007 holding.
Kestra Advisory Services first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2024 and has held it in 8 quarters since.
Kestra Advisory Services's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $896K in Q2 2025.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Kestra Advisory Services's 13F filing for Q2 2026, filed 28 Jul 2026.