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Napa Wealth Management’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Napa Wealth Management’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
2024
Q4 		– Sell
-12,606
Closed -$428K – 205
2024
Q3 		$428K Buy
+12,606
New +$432K 0.2% 104

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Napa Wealth Management's RISR Position: Q4 2024 in Review

Napa Wealth Management sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q4 2024, closing a stake of 12,606 shares — an estimated $428K sold.

Napa Wealth Management first reported a position in RISR in Q3 2024 and held it in 1 quarter. The position peaked at $428K in Q3 2024. 34 funds tracked by Wall St. Rank hold RISR as of Q4 2024.

  • Napa Wealth Management reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q4 2024 after selling out during the quarter.
  • Napa Wealth Management sold 12,606 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q4 2024, an estimated $428K.
  • Napa Wealth Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2024 and held it in 1 quarter.
  • Napa Wealth Management's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $428K in Q3 2024.
  • 34 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q4 2024.

Based on Napa Wealth Management's 13F filing for Q4 2024, filed 14 Feb 2025.