AWM
AIRR icon

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

NLP
Next Level Private Harrison, New York $511M AUM 30.94% 1-Year Est. Return
PCM
Presidio Capital Management San Diego, California $400M AUM 22.73% 1-Year Est. Return
PI
Parkside Investments Deerfield, Illinois $902M AUM 32.45% 1-Year Est. Return
PFS
Prospera Financial Services Dallas, Texas $6.89B AUM 37.41% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $522M AUM 19.86% 1-Year Est. Return
RWM
Redstone Wealth Management Oklahoma City, Oklahoma $153M AUM
HPC
Hobart Private Capital Charlotte, North Carolina $583M AUM 21.67% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.6B AUM 29.42% 1-Year Est. Return
EWM
Elmwood Wealth Management Berkeley, California $400M AUM 17.81% 1-Year Est. Return
SWM
Spire Wealth Management Mclean, Virginia $3.31B AUM 38.78% 1-Year Est. Return