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Reliant Wealth Planning’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Reliant Wealth Planning’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 		$16.9M Buy
467,373
+11,299
+2% +$410K 4.65% 9
2026
Q1 		$16.5M Buy
456,074
+14,657
+3% +$527K 4.99% 8
2025
Q4 		$15.9M Buy
441,417
+3,009
+0.7% +$108K 4.98% 8
2025
Q3 		$15.7M Buy
+438,408
New +$16.1M 5.09% 8

Other funds holding RISR

FIC
Family Investment Center Saint Joseph, Missouri $602M AUM 19.6% 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
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return

Reliant Wealth Planning's RISR Position: Q2 2026 in Review

Reliant Wealth Planning increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 2.5% in Q2 2026, buying an estimated $410K and bringing the position to 467,373 shares worth $16.9M. The position accounts for 4.65% of the portfolio, ranked #9.

Reliant Wealth Planning first reported a position in RISR in Q3 2025 and has held it in 4 quarters since. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

  • Reliant Wealth Planning held 467,373 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $16.9M as of Q2 2026.
  • Reliant Wealth Planning bought 11,299 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $410K.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 4.65% of Reliant Wealth Planning's portfolio in Q2 2026, its #9 holding.
  • Reliant Wealth Planning first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2025 and has held it in 4 quarters since.
  • 58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Reliant Wealth Planning's 13F filing for Q2 2026, filed 7 Aug 2026.