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

Turner Financial 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 		$864K Buy
+23,874
New +$867K 0.86% 23

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Janney Montgomery Scott
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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
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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

Turner Financial Group's RISR Position: Q2 2026 in Review

Turner Financial Group opened a new position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2026: 23,874 shares worth $864K. The stake represents 0.86% of the portfolio and ranks #23 among its holdings.

55 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

  • Turner Financial Group held 23,874 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $864K as of Q2 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF was a new Turner Financial Group position in Q2 2026.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.86% of Turner Financial Group's portfolio in Q2 2026, its #23 holding.
  • 55 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Turner Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.