CIG
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Cascade Investment Group’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Cascade Investment Group’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
Q1 		$697K Buy
6,292
+235
+4% +$26.6K 0.46% 57
2025
Q4 		$596K Hold
6,057
– – 0.4% 59
2025
Q3 		$586K Hold
6,057
– – 0.39% 60
2025
Q2 		$493K Sell
6,057
-2,794
-32% -$206K 0.34% 66
2025
Q1 		$604K Sell
8,851
-350
-4% -$26.3K 0.46% 51
2024
Q4 		$709K Buy
9,201
+55
+0.6% +$4.39K 0.51% 52
2024
Q3 		$683K Sell
9,146
-25
-0.3% -$1.77K 0.5% 51
2024
Q2 		$626K Buy
9,171
+200
+2% +$13.6K 0.49% 48
2024
Q1 		$604K Buy
8,971
+54
+0.6% +$3.23K 0.45% 56
2023
Q4 		$516K Sell
8,917
-10
-0.1% -$516 0.42% 59
2023
Q3 		$460K Hold
8,927
– – 0.43% 56
2023
Q2 		$483K Sell
8,927
-120
-1% -$5.8K 0.44% 61
2023
Q1 		$434K Hold
9,047
– – 0.43% 68
2022
Q4 		$399K Buy
+9,047
New +$398K 0.42% 73

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $376B AUM 19.32% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $501B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $528B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $38.8B AUM 21.88% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return