Carolinas Wealth Consulting’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Carolinas Wealth Consulting’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
2025 Q2	–	Sell	-419	Closed	-$28.6K	–	29
2025 Q1	$28.6K	Hold	419	–	–	0.01%	412
2024 Q4	$32.3K	Hold	419	–	–	0.01%	418
2024 Q3	$31.2K	Buy	419 +1	+0.2%	+$71	0.01%	423
2024 Q2	$28.6K	Buy	+418	New	+$28.4K	0.01%	440

Other funds holding AIRR

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

PPW

Parcion Private Wealth Bellevue, Washington $1.8B AUM 30.57% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Carolinas Wealth Consulting's AIRR Position: Q2 2025 in Review

Carolinas Wealth Consulting sold out of First Trust RBA American Industrial Renaissance ETF (AIRR) in Q2 2025, closing a stake of 419 shares — an estimated $28.6K sold.

Carolinas Wealth Consulting first reported a position in AIRR in Q2 2024 and held it in 4 quarters. The position peaked at $32.3K in Q4 2024. 346 funds tracked by Wall St. Rank hold AIRR as of Q2 2025.

Carolinas Wealth Consulting reported no remaining First Trust RBA American Industrial Renaissance ETF position as of Q2 2025 after selling out during the quarter.
Carolinas Wealth Consulting sold 419 First Trust RBA American Industrial Renaissance ETF shares in Q2 2025, an estimated $28.6K.
Carolinas Wealth Consulting first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2024 and held it in 4 quarters.
Carolinas Wealth Consulting's First Trust RBA American Industrial Renaissance ETF position peaked at $32.3K in Q4 2024.
346 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2025.

Based on Carolinas Wealth Consulting's 13F filing for Q2 2025.