Axxcess Wealth Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Axxcess Wealth 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	$5.49M	Buy	41,214 +2,314	+6%	+$292K	0.09%	208
2026 Q1	$4.31M	Buy	38,900 +755	+2%	+$85.4K	0.14%	131
2025 Q4	$3.75M	Buy	38,145 +1,159	+3%	+$114K	0.06%	257
2025 Q3	$3.58M	Buy	36,986 +15	+0%	+$1.34K	0.08%	206
2025 Q2	$3.01M	Buy	36,971 +6,447	+21%	+$475K	0.07%	221
2025 Q1	$2.08M	Buy	30,524 +2,626	+9%	+$198K	0.06%	260
2024 Q4	$2.15M	Buy	+27,898	New	+$2.22M	0.05%	258

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

Axxcess Wealth Management's AIRR Position: Q2 2026 in Review

Axxcess Wealth Management increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 5.9% in Q2 2026, buying an estimated $292K and bringing the position to 41,214 shares worth $5.49M. The position accounts for 0.09% of the portfolio, ranked #208.

Axxcess Wealth Management first reported a position in AIRR in Q4 2024 and has held it in 7 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Axxcess Wealth Management held 41,214 shares of First Trust RBA American Industrial Renaissance ETF worth $5.49M as of Q2 2026.
Axxcess Wealth Management bought 2,314 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $292K.
First Trust RBA American Industrial Renaissance ETF made up 0.09% of Axxcess Wealth Management's portfolio in Q2 2026, its #208 holding.
Axxcess Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and has held it in 7 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.