MA
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Mutual Advisors’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Mutual Advisors’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
2025
Q4 		– Sell
-7,174
Closed -$257K – 1333
2025
Q3 		$257K Buy
7,174
+218
+3% +$7.99K 0.01% 1112
2025
Q2 		$256K Buy
6,956
+184
+3% +$6.78K 0.01% 1032
2025
Q1 		$250K Sell
6,772
-592
-8% -$21.7K 0.01% 954
2024
Q4 		$272K Sell
7,364
-276
-4% -$9.81K 0.01% 914
2024
Q3 		$270K Buy
7,640
+85
+1% +$2.92K 0.01% 943
2024
Q2 		$263K Buy
7,555
+120
+2% +$4.14K 0.01% 940
2024
Q1 		$246K Buy
+7,435
New +$245K 0.01% 953

Other funds holding RISR

FIC
Family Investment Center Saint Joseph, Missouri $520M AUM 13.78% 1-Year Est. Return
RWP
Reliant Wealth Planning Louisville, Kentucky $331M AUM 10.94% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
JWCA
J.W. Cole Advisors Tampa, Florida $2.96B AUM 23.14% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return
OPOWM
One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return