LPL Financial
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LPL Financial’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

LPL Financial’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
Q3 		$19.6M Buy
+527,569
New +$19.3M ﹤0.01% 1638

Other funds holding RISR

Family Investment Center
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Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
J.W. Cole Advisors
J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Harbor Investment Advisory
Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
FIG Financial Advisory Services
FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return
Bullseye Investment Management
Bullseye Investment Management Cincinnati, Ohio $203M AUM 7.76% 1-Year Est. Return
3EDGE Asset Management
3EDGE Asset Management Naples, Florida $2.35B AUM 10.58% 1-Year Est. Return

LPL Financial's RISR Position: Q3 2026 in Review

LPL Financial opened a new position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q3 2026: 527,569 shares worth $19.6M. The stake represents ﹤0.01% of the portfolio and ranks #1638 among its holdings.

33 funds tracked by Wall St. Rank hold RISR as of Q3 2026.

  • LPL Financial held 527,569 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $19.6M as of Q3 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF was a new LPL Financial position in Q3 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of LPL Financial's portfolio in Q3 2026, its #1638 holding.
  • 33 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2026.

Based on LPL Financial's 13F filing for Q3 2026, filed 6 Nov 2026.