PAG
RISR icon

Private Advisor Group’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Private Advisor Group’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
-9,523
Closed -$341K – 2743
2025
Q3 		$341K Buy
+9,523
New +$349K ﹤0.01% 1996

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
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
Truist Financial
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

Private Advisor Group's RISR Position: Q4 2025 in Review

Private Advisor Group sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q4 2025, closing a stake of 9,523 shares — an estimated $341K sold.

Private Advisor Group first reported a position in RISR in Q3 2025 and held it in 1 quarter. The position peaked at $341K in Q3 2025. 45 funds tracked by Wall St. Rank hold RISR as of Q4 2025.

  • Private Advisor Group reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q4 2025 after selling out during the quarter.
  • Private Advisor Group sold 9,523 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q4 2025, an estimated $341K.
  • Private Advisor Group first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2025 and held it in 1 quarter.
  • Private Advisor Group's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $341K in Q3 2025.
  • 45 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q4 2025.

Based on Private Advisor Group's 13F filing for Q4 2025, filed 17 Feb 2026.