Avantax Advisory Services’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Avantax Advisory Services’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
2025 Q2	$14.5M	Buy	177,955 +21,447	+14%	+$1.58M	0.08%	196
2025 Q1	$10.7M	Buy	156,508 +41,432	+36%	+$3.12M	0.06%	230
2024 Q4	$8.87M	Buy	115,076 +11,625	+11%	+$927K	0.06%	258
2024 Q3	$7.72M	Buy	103,451 +23,608	+30%	+$1.67M	0.05%	288
2024 Q2	$5.45M	Sell	79,843 -7,369	-8%	-$500K	0.04%	345
2024 Q1	$5.87M	Sell	87,212 -4,799	-5%	-$287K	0.05%	272
2023 Q4	$5.32M	Buy	92,011 +10,016	+12%	+$516K	0.05%	272
2023 Q3	$4.22M	Buy	81,995 +1,200	+1%	+$64.4K	0.05%	290
2023 Q2	$4.37M	Buy	80,795 +1,471	+2%	+$71.1K	0.05%	284
2023 Q1	$3.81M	Buy	79,324 +304	+0.4%	+$14.6K	0.05%	297
2022 Q4	$3.49M	Buy	79,020 +1,119	+1%	+$49.2K	0.05%	295
2022 Q3	$2.98M	Buy	77,901 +38,774	+99%	+$1.6M	0.05%	301
2022 Q2	$1.45M	Sell	39,127 -457	-1%	-$18K	0.02%	454
2022 Q1	$1.67M	Buy	39,584 +3,657	+10%	+$155K	0.02%	416
2021 Q4	$1.62M	Buy	35,927 +1,446	+4%	+$64.3K	0.02%	404
2021 Q3	$1.41M	Buy	34,481 +789	+2%	+$32.5K	0.02%	408
2021 Q2	$1.38M	Buy	+33,692	New	+$1.39M	0.03%	408

Other funds holding AIRR

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 $377B AUM 19.32% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.61B AUM 31.08% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $26.4B AUM 21.05% 1-Year Est. Return

Avantax Advisory Services's AIRR Position: Q2 2025 in Review

Avantax Advisory Services increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 14% in Q2 2025, buying an estimated $1.58M and bringing the position to 177,955 shares worth $14.5M. The position accounts for 0.08% of the portfolio, ranked #196.

Avantax Advisory Services first reported a position in AIRR in Q2 2021 and has held it in 17 quarters since. 346 funds tracked by Wall St. Rank hold AIRR as of Q2 2025.

Avantax Advisory Services held 177,955 shares of First Trust RBA American Industrial Renaissance ETF worth $14.5M as of Q2 2025.
Avantax Advisory Services bought 21,447 First Trust RBA American Industrial Renaissance ETF shares in Q2 2025, an estimated $1.58M.
First Trust RBA American Industrial Renaissance ETF made up 0.08% of Avantax Advisory Services's portfolio in Q2 2025, its #196 holding.
Avantax Advisory Services first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2021 and has held it in 17 quarters since.
346 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2025.

Based on Avantax Advisory Services's 13F filing for Q2 2025, filed 8 Aug 2025.