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Nvest Financial’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Nvest Financial’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 		$4.19M Buy
+115,696
New +$4.2M 1.32% 25

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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
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
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Nvest Financial's RISR Position: Q2 2026 in Review

Nvest Financial opened a new position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2026: 115,696 shares worth $4.19M. The stake represents 1.32% of the portfolio and ranks #25 among its holdings.

58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

  • Nvest Financial held 115,696 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $4.19M as of Q2 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF was a new Nvest Financial position in Q2 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 1.32% of Nvest Financial's portfolio in Q2 2026, its #25 holding.
  • 58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Nvest Financial's 13F filing for Q2 2026, filed 30 Jul 2026.