UBS Group
RISR icon

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
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

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
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
BCI
Brinker Capital Investments Berwyn, Pennsylvania $13.1B AUM 28.37% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $390M AUM 21.29% 1-Year Est. Return
HIA
Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return
PWAM
Private Wealth Asset Management Cedar Rapids, Iowa $1.04B AUM 24.74% 1-Year Est. Return
HWMG
Harbour Wealth Management Group Daniel Island, South Carolina $148M AUM

UBS Group's RISR Position: Q1 2026 in Review

UBS Group sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q1 2026, closing a stake of 230 shares — an estimated $8.3K sold.

UBS Group first reported a position in RISR in Q4 2022 and held it in 9 quarters. The position peaked at $127K in Q4 2023. 48 funds tracked by Wall St. Rank hold RISR as of Q1 2026.

  • UBS Group reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q1 2026 after selling out during the quarter.
  • UBS Group sold 230 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q1 2026, an estimated $8.3K.
  • UBS Group first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2022 and held it in 9 quarters.
  • UBS Group's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $127K in Q4 2023.
  • 48 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.