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 Q2	$829K	Sell	6,222 -70	-1%	-$8.84K	0.47%	58
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 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

Cascade Investment Group's AIRR Position: Q2 2026 in Review

Cascade Investment Group reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 1.1% in Q2 2026, selling an estimated $8.84K and leaving 6,222 shares worth $829K. The position accounts for 0.47% of the portfolio, ranked #58.

Cascade Investment Group first reported a position in AIRR in Q4 2022 and has held it in 15 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Cascade Investment Group held 6,222 shares of First Trust RBA American Industrial Renaissance ETF worth $829K as of Q2 2026.
Cascade Investment Group sold 70 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $8.84K.
First Trust RBA American Industrial Renaissance ETF made up 0.47% of Cascade Investment Group's portfolio in Q2 2026, its #58 holding.
Cascade Investment Group first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2022 and has held it in 15 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Cascade Investment Group's 13F filing for Q2 2026, filed 23 Jul 2026.