Balboa Wealth Partners
AIRR icon

Balboa Wealth Partners’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Balboa Wealth Partners’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 		$402K Buy
3,890
+394
+11% +$45.5K 0.05% 271
2026
Q2 		$466K Buy
3,496
+1,640
+88% +$207K 0.06% 251
2026
Q1 		$206K Sell
1,856
-496
-21% -$56.1K 0.03% 392
2025
Q4 		$231K Buy
+2,352
New +$230K 0.04% 345

Other funds holding AIRR

LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $45.2B AUM 20.72% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return
Kestra Advisory Services
Kestra Advisory Services Austin, Texas $35.1B AUM 20.13% 1-Year Est. Return
Parcion Private Wealth
Parcion Private Wealth Bellevue, Washington $1.85B AUM 22.28% 1-Year Est. Return
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet
Kranot Hishtalmut Le Morim Ve Gananot Havera Menahelet Tel Aviv, Israel $2.32B AUM 14.73% 1-Year Est. Return
HighTower Advisors
HighTower Advisors Chicago, Illinois $106B AUM 21.33% 1-Year Est. Return
Comprehensive Wealth Management
Comprehensive Wealth Management Lynnwood, Washington $221M AUM 9.22% 1-Year Est. Return
Private Advisor Group
Private Advisor Group Morristown, New Jersey $29.9B AUM 19.22% 1-Year Est. Return

Balboa Wealth Partners's AIRR Position: Q3 2026 in Review

Balboa Wealth Partners increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 11% in Q3 2026, buying an estimated $45.5K and bringing the position to 3,890 shares worth $402K. The position accounts for 0.05% of the portfolio, ranked #271.

Balboa Wealth Partners first reported a position in AIRR in Q4 2025 and has held it in 4 quarters since. The position peaked at $466K in Q2 2026. 365 funds tracked by Wall St. Rank hold AIRR as of Q3 2026.

  • Balboa Wealth Partners held 3,890 shares of First Trust RBA American Industrial Renaissance ETF worth $402K as of Q3 2026.
  • Balboa Wealth Partners bought 394 First Trust RBA American Industrial Renaissance ETF shares in Q3 2026, an estimated $45.5K.
  • First Trust RBA American Industrial Renaissance ETF made up 0.05% of Balboa Wealth Partners's portfolio in Q3 2026, its #271 holding.
  • Balboa Wealth Partners first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2025 and has held it in 4 quarters since.
  • Balboa Wealth Partners's First Trust RBA American Industrial Renaissance ETF position peaked at $466K in Q2 2026.
  • 365 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q3 2026.

Based on Balboa Wealth Partners's 13F filing for Q3 2026, filed 20 Oct 2026.