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Action Point Financial Planning’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Action Point Financial Planning’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 		$2.12M Buy
+15,921
New +$2.01M 0.22% 100

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Royal Bank of Canada
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
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

Action Point Financial Planning's AIRR Position: Q2 2026 in Review

Action Point Financial Planning opened a new position in First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2026: 15,921 shares worth $2.12M. The stake represents 0.22% of the portfolio and ranks #100 among its holdings.

566 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

  • Action Point Financial Planning held 15,921 shares of First Trust RBA American Industrial Renaissance ETF worth $2.12M as of Q2 2026.
  • First Trust RBA American Industrial Renaissance ETF was a new Action Point Financial Planning position in Q2 2026.
  • First Trust RBA American Industrial Renaissance ETF made up 0.22% of Action Point Financial Planning's portfolio in Q2 2026, its #100 holding.
  • 566 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Action Point Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.