MWM
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Mission Wealth Management’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Mission Wealth 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
2024
Q2 		– Sell
-18,866
Closed -$624K – 723
2024
Q1 		$624K Buy
+18,866
New +$623K 0.02% 379

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Mission Wealth Management's RISR Position: Q2 2024 in Review

Mission Wealth Management sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2024, closing a stake of 18,866 shares — an estimated $624K sold.

Mission Wealth Management first reported a position in RISR in Q1 2024 and held it in 1 quarter. The position peaked at $624K in Q1 2024. 28 funds tracked by Wall St. Rank hold RISR as of Q2 2024.

  • Mission Wealth Management reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q2 2024 after selling out during the quarter.
  • Mission Wealth Management sold 18,866 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2024, an estimated $624K.
  • Mission Wealth Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2024 and held it in 1 quarter.
  • Mission Wealth Management's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $624K in Q1 2024.
  • 28 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2024.

Based on Mission Wealth Management's 13F filing for Q2 2024, filed 5 Aug 2024.