Advyzon Investment Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Advyzon Investment 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	$829K	Buy	+6,221	New	+$785K	0.06%	306
2025 Q4	–	Sell	-48,517	Closed	-$4.69M	–	570
2025 Q3	$4.69M	Buy	+48,517	New	+$4.34M	0.81%	25

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

Advyzon Investment Management's AIRR Position: Q2 2026 in Review

Advyzon Investment Management opened a new position in First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2026: 6,221 shares worth $829K. The stake represents 0.06% of the portfolio and ranks #306 among its holdings. This is a return to the name: Advyzon Investment Management previously reported a position in AIRR as recently as Q3 2025.

Advyzon Investment Management first reported a position in AIRR in Q3 2025 and has held it in 2 quarters since. The position peaked at $4.69M in Q3 2025. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Advyzon Investment Management held 6,221 shares of First Trust RBA American Industrial Renaissance ETF worth $829K as of Q2 2026.
First Trust RBA American Industrial Renaissance ETF was a new Advyzon Investment Management position in Q2 2026.
First Trust RBA American Industrial Renaissance ETF made up 0.06% of Advyzon Investment Management's portfolio in Q2 2026, its #306 holding.
Advyzon Investment Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2025 and has held it in 2 quarters since.
Advyzon Investment Management's First Trust RBA American Industrial Renaissance ETF position peaked at $4.69M in Q3 2025.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Advyzon Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.