Wealth Enhancement Advisory Services

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

Harbor Investment Advisory Lutherville, Maryland $1.43B AUM 30.71% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.23B AUM 29.61% 1-Year Est. Return

One Plus One Wealth Management Jupiter, Florida $232M AUM 28.06% 1-Year Est. Return

Encompass More Asset Management Danville, California $687M AUM 25.06% 1-Year Est. Return

Worth Asset Management Dallas, Texas $313M AUM 37.93% 1-Year Est. Return

Wealth Enhancement Trust Services Sioux Falls, South Dakota $792M AUM

CoreCap Advisors Southfield, Michigan $3.39B AUM 31.21% 1-Year Est. Return

Highline Wealth Partners Sherman Oaks, California $493M AUM 19.33% 1-Year Est. Return

Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return