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

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

SMG

Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return

Spire Wealth Management's RISR Position: Q2 2026 in Review

Spire Wealth Management held its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) position steady in Q2 2026 at 14 shares worth $524. The position accounts for ﹤0.01% of the portfolio, ranked #2217.

Spire Wealth Management first reported a position in RISR in Q1 2024 and has held it in 10 quarters since. The position peaked at $6.61K in Q2 2024. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Spire Wealth Management held 14 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $524 as of Q2 2026.
Spire Wealth Management left its FolioBeyond Alternative Income and Interest Rate Hedge ETF share count unchanged in Q2 2026.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of Spire Wealth Management's portfolio in Q2 2026, its #2217 holding.
Spire Wealth Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2024 and has held it in 10 quarters since.
Spire Wealth Management's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $6.61K in Q2 2024.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Spire Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.