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

Wealth Enhancement Trust 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 		$57.4K Sell
1,587
-596
-27% -$21.6K 0.01% 464
2026
Q1 		$79.1K Sell
2,183
-49
-2% -$1.76K 0.01% 385
2025
Q4 		$80.6K Buy
+2,232
New +$80.4K 0.01% 367

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
Janney Montgomery Scott Philadelphia, Pennsylvania $51.6B AUM 27.34% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
Envestnet Asset Management
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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 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 Trust Services's RISR Position: Q2 2026 in Review

Wealth Enhancement Trust Services reduced its FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) stake by 27% in Q2 2026, selling an estimated $21.6K and leaving 1,587 shares worth $57.4K. The position accounts for 0.01% of the portfolio, ranked #464.

Wealth Enhancement Trust Services first reported a position in RISR in Q4 2025 and has held it in 3 quarters since. The position peaked at $80.6K in Q4 2025. 43 funds tracked by Wall St. Rank hold RISR as of Q2 2026.

  • Wealth Enhancement Trust Services held 1,587 shares of FolioBeyond Alternative Income and Interest Rate Hedge ETF worth $57.4K as of Q2 2026.
  • Wealth Enhancement Trust Services sold 596 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2026, an estimated $21.6K.
  • FolioBeyond Alternative Income and Interest Rate Hedge ETF made up 0.01% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #464 holding.
  • Wealth Enhancement Trust Services first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q4 2025 and has held it in 3 quarters since.
  • Wealth Enhancement Trust Services's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $80.6K in Q4 2025.
  • 43 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2026.

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