AssuredPartners Investment Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

AssuredPartners Investment 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 Q2	$2.02M	Buy	15,154 +5,486	+57%	+$692K	0.2%	127
2026 Q1	$1.1M	Sell	9,668 -19,104	-66%	-$2.16M	0.12%	185
2025 Q4	$2.83M	Buy	28,772 +23,218	+418%	+$2.27M	0.42%	61
2025 Q3	$537K	Buy	+5,554	New	+$497K	0.12%	127
2025 Q2	–	Sell	-31,535	Closed	-$2.15M	–	246
2025 Q1	$2.15M	Buy	31,535 +3,103	+11%	+$233K	0.42%	70
2024 Q4	$2.19M	Buy	+28,432	New	+$2.27M	0.43%	66

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

AssuredPartners Investment Advisors's AIRR Position: Q2 2026 in Review

AssuredPartners Investment Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 57% in Q2 2026, buying an estimated $692K and bringing the position to 15,154 shares worth $2.02M. The position accounts for 0.2% of the portfolio, ranked #127.

AssuredPartners Investment Advisors first reported a position in AIRR in Q4 2024 and has held it in 6 quarters since. The position peaked at $2.83M in Q4 2025. 569 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

AssuredPartners Investment Advisors held 15,154 shares of First Trust RBA American Industrial Renaissance ETF worth $2.02M as of Q2 2026.
AssuredPartners Investment Advisors bought 5,486 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $692K.
First Trust RBA American Industrial Renaissance ETF made up 0.2% of AssuredPartners Investment Advisors's portfolio in Q2 2026, its #127 holding.
AssuredPartners Investment Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and has held it in 6 quarters since.
AssuredPartners Investment Advisors's First Trust RBA American Industrial Renaissance ETF position peaked at $2.83M in Q4 2025.
569 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on AssuredPartners Investment Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.