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

Level Four 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	$504K	Buy	13,911 +3,125	+29%	+$113K	0.01%	621
2026 Q1	$391K	Buy	10,786 +247	+2%	+$8.89K	0.01%	646
2025 Q4	$381K	Buy	10,539 +29	+0.3%	+$1.04K	0.01%	628
2025 Q3	$377K	Buy	10,510 +1,067	+11%	+$39.1K	0.01%	627
2025 Q2	$345K	Buy	+9,443	New	+$348K	0.01%	625
2022 Q4	–	Sell	-13,945	Closed	-$440K	–	708
2022 Q3	$440K	Buy	13,945 +3,185	+30%	+$98.9K	0.04%	334
2022 Q2	$349K	Buy	+10,760	New	+$349K	0.03%	414

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

Level Four Advisory Services's RISR Position: Q2 2026 in Review

Level Four Advisory Services increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 29% in Q2 2026, buying an estimated $113K and bringing the position to 13,911 shares worth $504K. The position accounts for 0.01% of the portfolio, ranked #621.

Level Four Advisory Services first reported a position in RISR in Q2 2022 and has held it in 7 quarters since. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Level Four Advisory Services held 13,911 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $504K as of Q2 2026.
Level Four Advisory Services bought 3,125 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $113K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.01% of Level Four Advisory Services's portfolio in Q2 2026, its #621 holding.
Level Four Advisory Services first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and has held it in 7 quarters since.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Level Four Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.