Truist Financial
RISR icon

Truist Financial’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Truist Financial’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 		$8.96M Buy
247,629
+35,580
+17% +$1.29M 0.01% 683
2026
Q1 		$7.68M Buy
212,049
+10,077
+5% +$363K 0.01% 690
2025
Q4 		$7.29M Sell
201,972
-1,771
-0.9% -$63.8K 0.01% 709
2025
Q3 		$7.3M Buy
203,743
+19,114
+10% +$701K 0.01% 725
2025
Q2 		$6.75M Buy
184,629
+19,479
+12% +$718K 0.01% 721
2025
Q1 		$6M Buy
165,150
+11,535
+8% +$423K 0.01% 753
2024
Q4 		$5.62M Buy
153,615
+33,149
+28% +$1.18M 0.01% 782
2024
Q3 		$4.09M Buy
120,466
+8,554
+8% +$293K 0.01% 912
2024
Q2 		$3.88M Buy
111,912
+15,269
+16% +$526K 0.01% 970
2024
Q1 		$3.19M Sell
96,643
-3,562
-4% -$118K ﹤0.01% 1073
2023
Q4 		$3.14M Buy
+100,205
New +$3.34M 0.01% 1044
2023
Q3 		– Sell
-7,886
Closed -$254K – 2663
2023
Q2 		$254K Sell
7,886
-332
-4% -$10.6K ﹤0.01% 2336
2023
Q1 		$256K Hold
8,218
– – ﹤0.01% 2309
2022
Q4 		$260K Buy
+8,218
New +$258K ﹤0.01% 2295
2022
Q3 		– Sell
-22,629
Closed -$734K – 2651
2022
Q2 		$734K Buy
22,629
+294
+1% +$9.53K ﹤0.01% 1693
2022
Q1 		$668K Buy
+22,335
New +$644K ﹤0.01% 1830

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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
CAS
Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return
Envestnet Asset Management
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
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
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return

Truist Financial's RISR Position: Q2 2026 in Review

Truist Financial increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 17% in Q2 2026, buying an estimated $1.29M and bringing the position to 247,629 shares worth $8.96M. The position accounts for 0.01% of the portfolio, ranked #683.

Truist Financial first reported a position in RISR in Q1 2022 and has held it in 16 quarters since. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

  • Truist Financial held 247,629 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $8.96M as of Q2 2026.
  • Truist Financial bought 35,580 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $1.29M.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.01% of Truist Financial's portfolio in Q2 2026, its #683 holding.
  • Truist Financial first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2022 and has held it in 16 quarters since.
  • 58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Truist Financial's 13F filing for Q2 2026, filed 28 Jul 2026.