Avidian Wealth Enterprises’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Avidian Wealth Enterprises’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	$288K	Sell	2,160 -173	-7%	-$21.8K	0.01%	608
2026 Q1	$258K	Buy	+2,333	New	+$264K	0.01%	572

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

Avidian Wealth Enterprises's AIRR Position: Q2 2026 in Review

Avidian Wealth Enterprises reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 7.4% in Q2 2026, selling an estimated $21.8K and leaving 2,160 shares worth $288K. The position accounts for 0.01% of the portfolio, ranked #608.

Avidian Wealth Enterprises first reported a position in AIRR in Q1 2026 and has held it in 2 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Avidian Wealth Enterprises held 2,160 shares of First Trust RBA American Industrial Renaissance ETF worth $288K as of Q2 2026.
Avidian Wealth Enterprises sold 173 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $21.8K.
First Trust RBA American Industrial Renaissance ETF made up 0.01% of Avidian Wealth Enterprises's portfolio in Q2 2026, its #608 holding.
Avidian Wealth Enterprises first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2026 and has held it in 2 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Avidian Wealth Enterprises's 13F filing for Q2 2026, filed 24 Jul 2026.