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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

SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
KWM
Kingsview Wealth Management Grants Pass, Oregon $7.33B AUM 16.07% 1-Year Est. Return
NA
NewEdge Advisors New Orleans, Louisiana $27.7B AUM 22.98% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
CHAM
Clear Harbor Asset Management Stamford, Connecticut $1.45B AUM 23.7% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return
BWM
BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 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.