Wealth Enhancement Advisory Services’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

Wealth Enhancement Advisory Services’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	$6.17M	Buy	169,170 +108,379	+178%	+$3.94M	0.01%	888
2026 Q1	$2.2M	Sell	60,791 -211,470	-78%	-$7.61M	﹤0.01%	1346
2025 Q4	$9.88M	Buy	272,261 +2,435	+0.9%	+$87.7K	0.01%	699
2025 Q3	$9.76M	Buy	269,826 +21,580	+9%	+$791K	0.01%	669
2025 Q2	$9.12M	Buy	+248,246	New	+$9.15M	0.02%	672
2025 Q1	–	Sell	-207,448	Closed	-$7.59M	–	3129
2024 Q4	$7.59M	Buy	+207,448	New	+$7.38M	0.01%	647
2024 Q3	–	Sell	-138,827	Closed	-$4.82M	–	2900
2024 Q2	$4.82M	Buy	+138,827	New	+$4.79M	0.01%	703
2023 Q4	–	Sell	-280,021	Closed	-$9.35M	–	2422
2023 Q3	$9.35M	Buy	+280,021	New	+$9.26M	0.03%	426

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 Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

CAS

Coppell Advisory Solutions Coppell, Texas $1.21B AUM 20.39% 1-Year Est. Return

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

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

Wealth Enhancement Advisory Services's RISR Position: Q2 2026 in Review

Wealth Enhancement Advisory Services increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 178% in Q2 2026, buying an estimated $3.94M and bringing the position to 169,170 shares worth $6.17M. The position accounts for 0.01% of the portfolio, ranked #888.

Wealth Enhancement Advisory Services first reported a position in RISR in Q3 2023 and has held it in 8 quarters since. The position peaked at $9.88M in Q4 2025. 58 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

Wealth Enhancement Advisory Services held 169,170 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $6.17M as of Q2 2026.
Wealth Enhancement Advisory Services bought 108,379 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $3.94M.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.01% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #888 holding.
Wealth Enhancement Advisory Services first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q3 2023 and has held it in 8 quarters since.
Wealth Enhancement Advisory Services's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $9.88M in Q4 2025.
58 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.