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

UBS 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 Q3	$172K	Buy	+4,631	New	+$170K	﹤0.01%	6856
2026 Q1	–	Sell	-230	Closed	-$8.3K	–	11058
2025 Q4	$8.3K	Buy	+230	New	+$8.28K	﹤0.01%	8376
2025 Q1	–	Sell	-508	Closed	-$18.6K	–	10641
2024 Q4	$18.6K	Buy	508 +387	+320%	+$13.8K	﹤0.01%	7927
2024 Q3	$4.11K	Buy	121 +83	+218%	+$2.85K	﹤0.01%	8183
2024 Q2	$1.32K	Sell	38 -97	-72%	-$3.34K	﹤0.01%	8595
2024 Q1	$4.46K	Sell	135 -3,931	-97%	-$130K	﹤0.01%	7623
2023 Q4	$127K	Buy	4,066 +3,190	+364%	+$106K	﹤0.01%	6044
2023 Q3	$29.3K	Buy	+876	New	+$29K	﹤0.01%	6598
2023 Q2	–	Sell	-971	Closed	-$30.3K	–	9520
2023 Q1	$30.3K	Buy	971 +821	+547%	+$25.6K	﹤0.01%	6791
2022 Q4	$4.74K	Buy	+150	New	+$4.7K	﹤0.01%	9286

Other funds holding RISR

Family Investment Center Saint Joseph, Missouri $606M AUM 13.02% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

J.W. Cole Advisors Tampa, Florida $5.93B AUM 23.96% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

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

Private Wealth Asset Management Cedar Rapids, Iowa $1.83B AUM 19.91% 1-Year Est. Return

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

Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return

Harbour Wealth Management Group Daniel Island, South Carolina $152M AUM 29.16% 1-Year Est. Return

UBS Group's RISR Position: Q3 2026 in Review

UBS Group opened a new position in FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q3 2026: 4,631 shares worth $172K. The stake represents ﹤0.01% of the portfolio and ranks #6856 among its holdings. This is a return to the name: UBS Group previously reported a position in RISR as recently as Q4 2025.

UBS Group first reported a position in RISR in Q4 2022 and has held it in 10 quarters since. 42 funds tracked by Wall St. Rank hold RISR as of Q3 2026.

UBS Group held 4,631 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $172K as of Q3 2026.
FolioBeyond Alternative Income and Interest Rate Hedge ETF was a new UBS Group position in Q3 2026.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up ﹤0.01% of UBS Group's portfolio in Q3 2026, its #6856 holding.
UBS Group first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2022 and has held it in 10 quarters since.
42 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2026.

Based on UBS Group's 13F filing for Q3 2026, filed 10 Nov 2026.