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 Q2	$417K	Buy	11,510 +1,092	+10%	+$39.7K	﹤0.01%	2592
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

Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 1-Year Est. Return

RWP

Reliant Wealth Planning Louisville, Kentucky $364M AUM 11.96% 1-Year Est. Return

Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

SMG

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

MML Investors Services's RISR Position: Q2 2026 in Review

MML Investors Services increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 10% in Q2 2026, buying an estimated $39.7K and bringing the position to 11,510 shares worth $417K. The position accounts for ﹤0.01% of the portfolio, ranked #2592.

MML Investors Services first reported a position in RISR in Q4 2023 and has held it in 11 quarters since. The position peaked at $417K in Q3 2025. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

MML Investors Services held 11,510 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $417K as of Q2 2026.
MML Investors Services bought 1,092 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $39.7K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of MML Investors Services's portfolio in Q2 2026, its #2592 holding.
MML Investors Services first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2023 and has held it in 11 quarters since.
MML Investors Services's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $417K in Q3 2025.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on MML Investors Services's 13F filing for Q2 2026, filed 7 Aug 2026.