Triumph Capital Management’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Triumph Capital 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 Q3	$7.41K	Hold	200	–	–	﹤0.01%	1289
2026 Q2	$7.24K	Sell	200 -47	-19%	-$1.71K	﹤0.01%	1249
2026 Q1	$8.95K	Hold	247	–	–	﹤0.01%	1142
2025 Q4	$8.92K	Buy	+247	New	+$8.89K	﹤0.01%	1111
2023 Q2	–	Sell	-6,457	Closed	-$201K	–	245
2023 Q1	$201K	Sell	6,457 -923	-13%	-$28.8K	0.1%	177
2022 Q4	$233K	Buy	7,380 +194	+3%	+$6.08K	0.12%	173
2022 Q3	$227K	Buy	7,186 +328	+5%	+$10.2K	0.12%	167
2022 Q2	$222K	Buy	+6,858	New	+$222K	0.12%	174

Other funds holding RISR

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

HIA

Harbor Investment Advisory Lutherville, Maryland $1.47B AUM 24.2% 1-Year Est. Return

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

Triumph Capital Management's RISR Position: Q3 2026 in Review

Triumph Capital Management held its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) position steady in Q3 2026 at 200 shares worth $7.41K. The position accounts for ﹤0.01% of the portfolio, ranked #1289.

Triumph Capital Management first reported a position in RISR in Q2 2022 and has held it in 8 quarters since. The position peaked at $233K in Q4 2022. 9 funds tracked by Wall St. Rank hold RISR as of Q3 2026.

Triumph Capital Management held 200 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $7.41K as of Q3 2026.
Triumph Capital Management left its FolioBeyond Alternative Income and Interest Rate Hedge ETF share count unchanged in Q3 2026.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of Triumph Capital Management's portfolio in Q3 2026, its #1289 holding.
Triumph Capital Management first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q2 2022 and has held it in 8 quarters since.
Triumph Capital Management's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $233K in Q4 2022.
9 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2026.

Based on Triumph Capital Management's 13F filing for Q3 2026, filed 14 Oct 2026.