Ritter Daniher Financial Advisory’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Ritter Daniher Financial Advisory’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
2023 Q4	–	Sell	-576	Closed	-$19.2K	–	365
2023 Q3	$19.2K	Buy	+576	New	+$19K	0.01%	192

Other funds holding RISR

SMG

Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return

JWCA

J.W. Cole Advisors Tampa, Florida $5.83B AUM 32.38% 1-Year Est. Return

SFA

Semmax Financial Advisors Winston Salem, North Carolina $388M AUM 14.23% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $74.2B AUM 21.09% 1-Year Est. Return

LJAC

L.J. Altfest & Co New York $935M AUM 27.19% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Jane Street New York $777B AUM 61.18% 1-Year Est. Return

BWM

BlackDiamond Wealth Management New York $208M AUM 20.68% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ritter Daniher Financial Advisory's RISR Position: Q4 2023 in Review

Ritter Daniher Financial Advisory sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q4 2023, closing a stake of 576 shares — an estimated $19.2K sold.

Ritter Daniher Financial Advisory first reported a position in RISR in Q3 2023 and held it in 1 quarter. The position peaked at $19.2K in Q3 2023. 26 funds tracked by Wall St. Rank hold RISR as of Q4 2023.

Ritter Daniher Financial Advisory reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q4 2023 after selling out during the quarter.
Ritter Daniher Financial Advisory sold 576 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q4 2023, an estimated $19.2K.
Ritter Daniher Financial Advisory first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2023 and held it in 1 quarter.
Ritter Daniher Financial Advisory's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $19.2K in Q3 2023.
26 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q4 2023.

Based on Ritter Daniher Financial Advisory's 13F filing for Q4 2023, filed 9 Feb 2024.