OMC
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Old Mission Capital’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Old Mission Capital’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
-23,214
Closed -$832K – 1236
2025
Q3 		$832K Buy
+23,214
New +$851K 0.02% 524
2025
Q1 		– Sell
-15,545
Closed -$569K – 1190
2024
Q4 		$569K Buy
15,545
+1,454
+10% +$51.7K 0.01% 566
2024
Q3 		$479K Buy
+14,091
New +$483K 0.01% 762
2024
Q2 		– Sell
-10,529
Closed -$348K – 1605
2024
Q1 		$348K Buy
10,529
+3,937
+60% +$130K 0.01% 872
2023
Q4 		$206K Sell
6,592
-272
-4% -$9.05K ﹤0.01% 1066
2023
Q3 		$229K Buy
+6,864
New +$227K 0.01% 974
2022
Q3 		– Sell
-49,067
Closed -$1.59M – 1284
2022
Q2 		$1.59M Buy
+49,067
New +$1.59M 0.04% 402

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FIC
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RWP
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Wealth Enhancement Advisory Services
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Truist Financial
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SMG
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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