Smart Money Group’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Smart Money 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
2026 Q2	$5.53M	Sell	152,655 -51	-0%	-$1.85K	1.42%	7
2026 Q1	$5.53M	Buy	152,706 +5,615	+4%	+$202K	1.61%	7
2025 Q4	$5.31M	Buy	147,091 +4,181	+3%	+$151K	1.55%	7
2025 Q3	$5.12M	Sell	142,910 -4,429	-3%	-$162K	1.52%	8
2025 Q2	$5.39M	Sell	147,339 -3,827	-3%	-$141K	1.69%	7
2025 Q1	$5.49M	Buy	151,166 +7,372	+5%	+$270K	1.87%	5
2024 Q4	$5.26M	Buy	143,794 +62,962	+78%	+$2.24M	1.82%	13
2024 Q3	$2.87M	Sell	80,832 -84,749	-51%	-$2.91M	1.02%	29
2024 Q2	$5.7M	Sell	165,581 -40,376	-20%	-$1.39M	2.04%	15
2024 Q1	$7.13M	Sell	205,957 -9,319	-4%	-$307K	2.77%	11
2023 Q4	$6.74M	Sell	215,276 -20,306	-9%	-$676K	2.93%	10
2023 Q3	$7.87M	Sell	235,582 -12,378	-5%	-$409K	3.74%	7
2023 Q2	$8M	Sell	247,960 -52,549	-17%	-$1.68M	3.82%	7
2023 Q1	$9.52M	Sell	300,509 -149,407	-33%	-$4.66M	4.78%	8
2022 Q4	$14.2M	Buy	449,916 +17,903	+4%	+$561K	7.42%	6
2022 Q3	$13.6M	Buy	432,013 +215,461	+99%	+$6.69M	9.29%	3
2022 Q2	$7.03M	Buy	+216,552	New	+$7.02M	4.87%	6

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

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 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 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

PWAM

Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return

Smart Money Group's RISR Position: Q2 2026 in Review

Smart Money Group reduced its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 0.03% in Q2 2026, selling an estimated $1.85K and leaving 152,655 shares worth $5.53M. The position accounts for 1.42% of the portfolio, ranked #7.

Smart Money Group first reported a position in RISR in Q2 2022 and has held it in 17 quarters since. The position peaked at $14.2M in Q4 2022. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Smart Money Group held 152,655 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $5.53M as of Q2 2026.
Smart Money Group sold 51 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $1.85K.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 1.42% of Smart Money Group's portfolio in Q2 2026, its #7 holding.
Smart Money Group first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and has held it in 17 quarters since.
Smart Money Group's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $14.2M in Q4 2022.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Smart Money Group's 13F filing for Q2 2026, filed 29 Jul 2026.