Spire Wealth Management’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Spire Wealth Management’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	$524	Hold	14	–	–	﹤0.01%	2217
2026 Q1	$525	Hold	14	–	–	﹤0.01%	2235
2025 Q4	$523	Hold	14	–	–	﹤0.01%	2290
2025 Q3	$519	Hold	14	–	–	﹤0.01%	2350
2025 Q2	$530	Hold	14	–	–	﹤0.01%	2363
2025 Q1	$526	Hold	14	–	–	﹤0.01%	2458
2024 Q4	$530	Sell	14 -177	-93%	-$6.29K	﹤0.01%	2436
2024 Q3	$6.47K	Hold	191	–	–	﹤0.01%	1757
2024 Q2	$6.61K	Buy	191 +15	+9%	+$517	﹤0.01%	1759
2024 Q1	$5.82K	Buy	+176	New	+$5.81K	﹤0.01%	1893

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Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return