Axxcess Wealth Management
AIRR icon

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
Q3 		$4.18M Sell
40,456
-758
-2% -$87.5K 0.17% 150
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

Next Level Private
Next Level Private Harrison, New York $520M AUM 19.06% 1-Year Est. Return
Sage Private Wealth Group
Sage Private Wealth Group Oakbrook Terrace, Illinois $298M AUM 18.03% 1-Year Est. Return
TRUE Private Wealth Advisors
TRUE Private Wealth Advisors Salem, Oregon $1.18B AUM 28.67% 1-Year Est. Return
Pictet North America Advisors
Pictet North America Advisors Geneva 73, Switzerland $1.19B AUM 13.9% 1-Year Est. Return
HBW Advisory Services
HBW Advisory Services Simi Valley, California $1.01B AUM 17.08% 1-Year Est. Return
Precedent Wealth Partners
Precedent Wealth Partners Houston, Texas $651M AUM 15.36% 1-Year Est. Return
Parkside Investments
Parkside Investments Deerfield, Illinois $879M AUM 20.03% 1-Year Est. Return
CA
Crumly & Associates Springfield, Illinois $563M AUM 13.12% 1-Year Est. Return
Redstone Wealth Management
Redstone Wealth Management Oklahoma City, Oklahoma $159M AUM 31.94% 1-Year Est. Return
Thryve Wealth Management
Thryve Wealth Management Irving, Texas $179M AUM 15.59% 1-Year Est. Return

Axxcess Wealth Management's AIRR Position: Q3 2026 in Review

Axxcess Wealth Management reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 1.8% in Q3 2026, selling an estimated $87.5K and leaving 40,456 shares worth $4.18M. The position accounts for 0.17% of the portfolio, ranked #150.

Axxcess Wealth Management first reported a position in AIRR in Q4 2024 and has held it in 8 quarters since. The position peaked at $5.49M in Q2 2026. 163 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

  • Axxcess Wealth Management held 40,456 shares of First Trust RBA American Industrial Renaissance ETF worth $4.18M as of Q3 2026.
  • Axxcess Wealth Management sold 758 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $87.5K.
  • First Trust RBA American Industrial Renaissance ETF made up 0.17% of Axxcess Wealth Management's portfolio in Q3 2026, its #150 holding.
  • Axxcess Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and has held it in 8 quarters since.
  • Axxcess Wealth Management's First Trust RBA American Industrial Renaissance ETF position peaked at $5.49M in Q2 2026.
  • 163 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Axxcess Wealth Management's 13F filing for Q3 2026, filed 21 Oct 2026.