Accel Wealth Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Accel Wealth Management’s Portfolio AIRR Stock Details AIRR Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q2	$2.09M	Buy	15,696 +4,694	+43%	+$593K	0.47%	50
2026 Q1	$1.22M	Sell	11,002 -144	-1%	-$16.3K	0.32%	78
2025 Q4	$1.1M	Buy	11,146 +3,433	+45%	+$336K	0.3%	82
2025 Q3	$746K	Buy	7,713 +2,339	+44%	+$209K	0.22%	107
2025 Q2	$437K	Buy	5,374 +694	+15%	+$51.2K	0.15%	152
2025 Q1	$319K	Buy	4,680 +1,466	+46%	+$110K	0.12%	182
2024 Q4	$248K	Sell	3,214 -37	-1%	-$2.95K	0.09%	207
2024 Q3	$243K	Buy	3,251 +261	+9%	+$18.5K	0.09%	207
2024 Q2	$204K	Buy	+2,990	New	+$203K	0.08%	223
2023 Q2	–	Sell	-852	Closed	-$40.9K	–	192
2023 Q1	$40.9K	Buy	852 +1	+0.1%	+$48	0.02%	521
2022 Q4	$37.6K	Buy	851 +1	+0.1%	+$44	0.02%	409
2022 Q3	$35K	Sell	850 -200	-19%	-$8.24K	0.02%	438
2022 Q2	$40K	Hold	1,050	–	–	0.02%	393
2022 Q1	$45K	Buy	1,050 +600	+133%	+$25.4K	0.02%	394
2021 Q4	$20K	Hold	450	–	–	0.01%	566
2021 Q3	$18K	Hold	450	–	–	0.01%	520
2021 Q2	$18K	Buy	450 +52	+13%	+$2.15K	0.01%	569
2021 Q1	$16K	Buy	+398	New	+$15.2K	0.01%	555

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

MMH

Menora Mivtachim Holdings Ramat Gan, Israel $25.6B AUM 50.04% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Accel Wealth Management's AIRR Position: Q2 2026 in Review

Accel Wealth Management increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 43% in Q2 2026, buying an estimated $593K and bringing the position to 15,696 shares worth $2.09M. The position accounts for 0.47% of the portfolio, ranked #50.

Accel Wealth Management first reported a position in AIRR in Q1 2021 and has held it in 18 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Accel Wealth Management held 15,696 shares of First Trust RBA American Industrial Renaissance ETF worth $2.09M as of Q2 2026.
Accel Wealth Management bought 4,694 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $593K.
First Trust RBA American Industrial Renaissance ETF made up 0.47% of Accel Wealth Management's portfolio in Q2 2026, its #50 holding.
Accel Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2021 and has held it in 18 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Accel Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.