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 Q3	$11M	Buy	296,536 +127,366	+75%	+$4.67M	0.02%	688
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

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

HIA

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

FFAS

FIG Financial Advisory Services Oklahoma City, Oklahoma $165M AUM 16.79% 1-Year Est. Return

Focus Financial Network Minneapolis, Minnesota $3.3B AUM 21.52% 1-Year Est. Return

WCG

Weaver Consulting Group Huntington Beach, California $514M AUM 11.69% 1-Year Est. Return

Atria Investments Charlotte, North Carolina $10.3B AUM 19.62% 1-Year Est. Return

WAM

Worth Asset Management Dallas, Texas $343M AUM 29.82% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

TCM

Triumph Capital Management Denver, Colorado $573M AUM 15.32% 1-Year Est. Return

Wealth Enhancement Advisory Services's RISR Position: Q3 2026 in Review

Wealth Enhancement Advisory Services increased its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 75% in Q3 2026, buying an estimated $4.67M and bringing the position to 296,536 shares worth $11M. The position accounts for 0.02% of the portfolio, ranked #688.

Wealth Enhancement Advisory Services first reported a position in RISR in Q3 2023 and has held it in 9 quarters since. 10 funds tracked by Wall St. Rank hold RISR as of Q3 2026.

Wealth Enhancement Advisory Services held 296,536 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $11M as of Q3 2026.
Wealth Enhancement Advisory Services bought 127,366 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q3 2026, an estimated $4.67M.
FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.02% of Wealth Enhancement Advisory Services's portfolio in Q3 2026, its #688 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 9 quarters since.
10 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q3 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q3 2026, filed 13 Oct 2026.