MN Wealth Advisors’s Vest 10 Year Interest Rate Hedge ETF RYSE Stock Holding History

MN Wealth Advisors’s Portfolio RYSE Stock Details RYSE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-18,195	Closed	-$448K	–	112
2024 Q4	$448K	Sell	18,195 -2,140	-11%	-$50.4K	0.25%	67
2024 Q3	$446K	Sell	20,335 -6,156	-23%	-$142K	0.25%	64
2024 Q2	$662K	Buy	+26,491	New	+$669K	0.38%	50

Other funds holding RYSE

Jane Street New York $1.21T AUM 78.12% 1-Year Est. Return

Susquehanna International Group Bala Cynwyd, Pennsylvania $1.28T AUM 58.89% 1-Year Est. Return

MN Wealth Advisors's RYSE Position: Q1 2025 in Review

MN Wealth Advisors sold out of Vest 10 Year Interest Rate Hedge ETF (RYSE) in Q1 2025, closing a stake of 18,195 shares — an estimated $448K sold.

MN Wealth Advisors first reported a position in RYSE in Q2 2024 and held it in 3 quarters. The position peaked at $662K in Q2 2024. 2 funds tracked by Wall St. Rank hold RYSE as of Q1 2025.

MN Wealth Advisors reported no remaining Vest 10 Year Interest Rate Hedge ETF position as of Q1 2025 after selling out during the quarter.
MN Wealth Advisors sold 18,195 Vest 10 Year Interest Rate Hedge ETF shares in Q1 2025, an estimated $448K.
MN Wealth Advisors first reported a position in Vest 10 Year Interest Rate Hedge ETF in Q2 2024 and held it in 3 quarters.
MN Wealth Advisors's Vest 10 Year Interest Rate Hedge ETF position peaked at $662K in Q2 2024.
2 funds tracked by Wall St. Rank held Vest 10 Year Interest Rate Hedge ETF as of Q1 2025.

Based on MN Wealth Advisors's 13F filing for Q1 2025, filed 21 Apr 2025.