Kingsview Wealth Management’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History
Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q2 | $1.25M | Sell |
34,200
-18,405
| -35% | -$673K | 0.02% | 532 |
|
2025
Q1 | $1.91M | Buy |
52,605
+32,245
| +158% | +$1.17M | 0.04% | 395 |
|
2024
Q4 | $745K | Sell |
20,360
-165
| -0.8% | -$6.04K | 0.01% | 627 |
|
2024
Q3 | $697K | Sell |
20,525
-17,721
| -46% | -$602K | 0.01% | 619 |
|
2024
Q2 | $1.33M | Sell |
38,246
-742
| -2% | -$25.7K | 0.03% | 443 |
|
2024
Q1 | $1.29M | Buy |
38,988
+14,006
| +56% | +$463K | 0.03% | 439 |
|
2023
Q4 | $782K | Sell |
24,982
-11,624
| -32% | -$364K | 0.02% | 532 |
|
2023
Q3 | $1.22M | Buy |
36,606
+20,554
| +128% | +$686K | 0.04% | 385 |
|
2023
Q2 | $518K | Sell |
16,052
-42,299
| -72% | -$1.36M | 0.02% | 580 |
|
2023
Q1 | $1.82M | Sell |
58,351
-93,739
| -62% | -$2.92M | 0.08% | 256 |
|
2022
Q4 | $4.8M | Buy |
152,090
+3,131
| +2% | +$98.9K | 0.21% | 119 |
|
2022
Q3 | $4.7M | Buy |
148,959
+138,909
| +1,382% | +$4.38M | 0.22% | 105 |
|
2022
Q2 | $326K | Buy |
+10,050
| New | +$326K | 0.02% | 641 |
|