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 $602M AUM 19.6% 1-Year Est. Return

RWP

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

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

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

SMG

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

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.9% 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 $1.47B AUM 24.2% 1-Year Est. Return

Mutual Advisors's RISR Position: Q4 2025 in Review

Mutual Advisors sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q4 2025, closing a stake of 7,174 shares — an estimated $257K sold.

Mutual Advisors first reported a position in RISR in Q1 2024 and held it in 7 quarters. The position peaked at $272K in Q4 2024. 45 funds tracked by Wall St. Rank hold RISR as of Q4 2025.

Mutual Advisors reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q4 2025 after selling out during the quarter.
Mutual Advisors sold 7,174 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q4 2025, an estimated $257K.
Mutual Advisors first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2024 and held it in 7 quarters.
Mutual Advisors's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $272K in Q4 2024.
45 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q4 2025.

Based on Mutual Advisors's 13F filing for Q4 2025, filed 2 Feb 2026.