MML Investors Services
RISR icon

MML Investors Services’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

MML Investors 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
Q1 		$377K Sell
10,418
-285
-3% -$10.3K ﹤0.01% 2404
2025
Q4 		$387K Sell
10,703
-923
-8% -$33.2K ﹤0.01% 2446
2025
Q3 		$417K Buy
11,626
+2,870
+33% +$105K ﹤0.01% 2290
2025
Q2 		$320K Buy
8,756
+2,714
+45% +$100K ﹤0.01% 2390
2025
Q1 		$220K Sell
6,042
-511
-8% -$18.7K ﹤0.01% 2490
2024
Q4 		$240K Buy
6,553
+323
+5% +$11.5K ﹤0.01% 2394
2024
Q3 		$212K Sell
6,230
-880
-12% -$30.2K ﹤0.01% 2411
2024
Q2 		$247K Buy
7,110
+24
+0.3% +$827 ﹤0.01% 2216
2024
Q1 		$234K Buy
7,086
+658
+10% +$21.7K ﹤0.01% 2274
2023
Q4 		$201K Buy
+6,428
New +$214K ﹤0.01% 2319

Other funds holding RISR

FIC
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RWP
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Truist Financial
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BCI
Brinker Capital Investments Berwyn, Pennsylvania $11.7B AUM 21.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $935M AUM 17.66% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $133M AUM