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WMS Partners’s FolioBeyond Alternative Income and Interest Rate Hedge ETF RISR Stock Holding History

WMS Partners’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
2022
Q2 		– Sell
-16,000
Closed -$478K – 281
2022
Q1 		$478K Buy
+16,000
New +$461K 0.07% 142

Other funds holding RISR

IA
Inspire Advisors Meridian, Idaho $1.23B AUM 18.62% 1-Year Est. Return
HI
Harbour Investments Madison, Wisconsin $6.48B AUM 18.23% 1-Year Est. Return
FHC
First Heartland Consultants Lake St. Louis, Missouri $1.55B AUM 20.5% 1-Year Est. Return
SMG
Smart Money Group Eastland, Texas $344M AUM 16.66% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
DIM
Delta Investment Management San Francisco, California $559M AUM 19.86% 1-Year Est. Return
LAM
LFS Asset Management San Ramon, California $99.1M AUM
HCM
Howard Capital Management Roswell, Georgia $6.11B AUM 33.56% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $71.6B AUM 21.08% 1-Year Est. Return
TI
Tidal Investments Milwaukee, Wisconsin $47.4B AUM 59.58% 1-Year Est. Return

WMS Partners's RISR Position: Q2 2022 in Review

WMS Partners sold out of FolioBeyond Alternative Income and Interest Rate Hedge ETF (RISR) in Q2 2022, closing a stake of 16,000 shares — an estimated $478K sold.

WMS Partners first reported a position in RISR in Q1 2022 and held it in 1 quarter. The position peaked at $478K in Q1 2022. 36 funds tracked by Wall St. Rank hold RISR as of Q2 2022.

  • WMS Partners reported no remaining FolioBeyond Alternative Income and Interest Rate Hedge ETF position as of Q2 2022 after selling out during the quarter.
  • WMS Partners sold 16,000 FolioBeyond Alternative Income and Interest Rate Hedge ETF shares in Q2 2022, an estimated $478K.
  • WMS Partners first reported a position in FolioBeyond Alternative Income and Interest Rate Hedge ETF in Q1 2022 and held it in 1 quarter.
  • WMS Partners's FolioBeyond Alternative Income and Interest Rate Hedge ETF position peaked at $478K in Q1 2022.
  • 36 funds tracked by Wall St. Rank held FolioBeyond Alternative Income and Interest Rate Hedge ETF as of Q2 2022.

Based on WMS Partners's 13F filing for Q2 2022, filed 5 Aug 2022.