Annis Gardner Whiting Capital Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Annis Gardner Whiting Capital Advisors’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 Q1	$64.6K	Sell	583 -102	-15%	-$11.5K	0.01%	532
2025 Q4	$67.3K	Buy	685 +625	+1,042%	+$61.2K	0.01%	478
2025 Q3	$5.8K	Hold	60	–	–	﹤0.01%	773
2025 Q2	$4.88K	Hold	60	–	–	﹤0.01%	851
2025 Q1	$4.09K	Hold	60	–	–	﹤0.01%	641
2024 Q4	$4.62K	Hold	60	–	–	﹤0.01%	619
2024 Q3	$4.48K	Hold	60	–	–	﹤0.01%	646
2024 Q2	$4.1K	Hold	60	–	–	﹤0.01%	797
2024 Q1	$4.04K	Hold	60	–	–	﹤0.01%	784
2023 Q4	$3.47K	Hold	60	–	–	﹤0.01%	578
2023 Q3	$3.09K	Buy	+60	New	+$3.22K	﹤0.01%	572

Other funds holding AIRR

Bank of America

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return

Raymond James Financial

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada

Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return

Cambridge Investment Research Advisors

Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

Envestnet Asset Management

Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return