L.J. Altfest & Co’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

L.J. Altfest & Co’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 Q2	–	Sell	-67,893	Closed	-$2.24M	–	336
2024 Q1	$2.24M	Sell	67,893 -19,655	-22%	-$649K	0.32%	55
2023 Q4	$2.74M	Sell	87,548 -25,199	-22%	-$839K	0.4%	48
2023 Q3	$3.77M	Buy	112,747 +77,663	+221%	+$2.57M	0.59%	29
2023 Q2	$1.13M	Buy	+35,084	New	+$1.12M	0.17%	96

Other funds holding RISR

JWCA

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

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

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

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

IWN

Independent Wealth Network Urbandale, Iowa $393M AUM 30.08% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

KWM

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

Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return

L.J. Altfest & Co's RISR Position: Q2 2024 in Review

L.J. Altfest & Co sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2024, closing a stake of 67,893 shares — an estimated $2.24M sold.

L.J. Altfest & Co first reported a position in RISR in Q2 2023 and held it in 4 quarters. The position peaked at $3.77M in Q3 2023. 28 funds tracked by Wall St. Rank hold RISR as of Q2 2024.

L.J. Altfest & Co reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q2 2024 after selling out during the quarter.
L.J. Altfest & Co sold 67,893 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2024, an estimated $2.24M.
L.J. Altfest & Co first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2023 and held it in 4 quarters.
L.J. Altfest & Co's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $3.77M in Q3 2023.
28 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2024.

Based on L.J. Altfest & Co's 13F filing for Q2 2024, filed 7 Aug 2024.