Betterment LLC’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Betterment LLC’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	$696K	Buy	5,220 +1,100	+27%	+$139K	﹤0.01%	415
2026 Q1	$456K	Sell	4,120 -665	-14%	-$75.2K	﹤0.01%	459
2025 Q4	$470K	Buy	4,785 +419	+10%	+$41K	﹤0.01%	417
2025 Q3	$422K	Buy	4,366 +1,165	+36%	+$104K	﹤0.01%	414
2025 Q2	$261K	Buy	+3,201	New	+$236K	﹤0.01%	455

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

Betterment LLC's AIRR Position: Q2 2026 in Review

Betterment LLC increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 27% in Q2 2026, buying an estimated $139K and bringing the position to 5,220 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #415.

Betterment LLC first reported a position in AIRR in Q2 2025 and has held it in 5 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Betterment LLC held 5,220 shares of First Trust RBA American Industrial Renaissance ETF worth $696K as of Q2 2026.
Betterment LLC bought 1,100 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $139K.
First Trust RBA American Industrial Renaissance ETF made up ﹤0.01% of Betterment LLC's portfolio in Q2 2026, its #415 holding.
Betterment LLC first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2025 and has held it in 5 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Betterment LLC's 13F filing for Q2 2026, filed 14 Aug 2026.