LFS Asset Management’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

LFS Asset Management’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
2022 Q3	$4.15M	Buy	131,435 +4,392	+3%	+$136K	4.18%	9
2022 Q2	$4.12M	Buy	+127,043	New	+$4.12M	3.35%	10

Other funds holding RISR

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

Harbour Investments Madison, Wisconsin $7.43B AUM 24.49% 1-Year Est. Return

First Heartland Consultants Lake St. Louis, Missouri $1.5B AUM 13.03% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Kingsview Wealth Management Grants Pass, Oregon $8.25B AUM 24.8% 1-Year Est. Return

NewEdge Advisors New Orleans, Louisiana $33.6B AUM 31.03% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Clear Harbor Asset Management Stamford, Connecticut $1.62B AUM 38.77% 1-Year Est. Return

Tidal Investments Milwaukee, Wisconsin $57.8B AUM 72.53% 1-Year Est. Return

BlackDiamond Wealth Management New York $249M AUM 28.01% 1-Year Est. Return

LFS Asset Management's RISR Position: Q3 2022 in Review

LFS Asset Management increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 3.5% in Q3 2022, buying an estimated $136K and bringing the position to 131,435 shares worth $4.15M. The position accounts for 4.18% of the portfolio, ranked #9.

LFS Asset Management first reported a position in RISR in Q2 2022 and has held it in 2 quarters since. 25 funds tracked by Wall St. Rank hold RISR as of Q3 2022.

LFS Asset Management held 131,435 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $4.15M as of Q3 2022.
LFS Asset Management bought 4,392 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2022, an estimated $136K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 4.18% of LFS Asset Management's portfolio in Q3 2022, its #9 holding.
LFS Asset Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and has held it in 2 quarters since.
25 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2022.

Based on LFS Asset Management's 13F filing for Q3 2022, filed 5 Dec 2022.