Capital Advisors Ltd’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Capital Advisors Ltd’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	$621K	Buy	4,664 +1,289	+38%	+$163K	0.06%	162
2026 Q1	$374K	Hold	3,375	–	–	0.04%	207
2025 Q4	$332K	Hold	3,375	–	–	0.04%	225
2025 Q3	$326K	Hold	3,375	–	–	0.04%	224
2025 Q2	$275K	Hold	3,375	–	–	0.03%	238
2025 Q1	$230K	Hold	3,375	–	–	0.03%	251
2024 Q4	$260K	Hold	3,375	–	–	0.03%	239
2024 Q3	$252K	Hold	3,375	–	–	0.03%	251
2024 Q2	$231K	Hold	3,375	–	–	0.03%	251
2024 Q1	$227K	Hold	3,375	–	–	0.03%	253
2023 Q4	$195K	Hold	3,375	–	–	0.03%	262
2023 Q3	$174K	Hold	3,375	–	–	0.03%	265
2023 Q2	$182K	Hold	3,375	–	–	0.03%	263
2023 Q1	$162K	Hold	3,375	–	–	0.03%	263
2022 Q4	$149K	Hold	3,375	–	–	0.03%	270
2022 Q3	$129K	Hold	3,375	–	–	0.03%	281
2022 Q2	$125K	Hold	3,375	–	–	0.02%	288
2022 Q1	$143K	Hold	3,375	–	–	0.02%	276
2021 Q4	$152K	Buy	+3,375	New	+$150K	0.02%	253

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

Capital Advisors Ltd's AIRR Position: Q2 2026 in Review

Capital Advisors Ltd increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 38% in Q2 2026, buying an estimated $163K and bringing the position to 4,664 shares worth $621K. The position accounts for 0.06% of the portfolio, ranked #162.

Capital Advisors Ltd first reported a position in AIRR in Q4 2021 and has held it in 19 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Capital Advisors Ltd held 4,664 shares of First Trust RBA American Industrial Renaissance ETF worth $621K as of Q2 2026.
Capital Advisors Ltd bought 1,289 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $163K.
First Trust RBA American Industrial Renaissance ETF made up 0.06% of Capital Advisors Ltd's portfolio in Q2 2026, its #162 holding.
Capital Advisors Ltd first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2021 and has held it in 19 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Capital Advisors Ltd's 13F filing for Q2 2026, filed 16 Jul 2026.