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Centricity Wealth Management’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Centricity Wealth Management’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 		$39.4K Hold
484
– – 0.03% 191
2025
Q1 		$33K Buy
+484
New +$36.4K 0.03% 207

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
Raymond James Financial
Raymond James Financial St Petersburg, Florida $369B AUM 28.27% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $44.6B AUM 28.94% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Centricity Wealth Management's AIRR Position: Q2 2025 in Review

Centricity Wealth Management held its First Trust RBA American Industrial Renaissance ETF (AIRR) position steady in Q2 2025 at 484 shares worth $39.4K. The position accounts for 0.03% of the portfolio, ranked #191.

Centricity Wealth Management first reported a position in AIRR in Q1 2025 and has held it in 2 quarters since. 346 funds tracked by Wall St. Rank hold AIRR as of Q2 2025.

  • Centricity Wealth Management held 484 shares of First Trust RBA American Industrial Renaissance ETF worth $39.4K as of Q2 2025.
  • Centricity Wealth Management left its First Trust RBA American Industrial Renaissance ETF share count unchanged in Q2 2025.
  • First Trust RBA American Industrial Renaissance ETF made up 0.03% of Centricity Wealth Management's portfolio in Q2 2025, its #191 holding.
  • Centricity Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2025 and has held it in 2 quarters since.
  • 346 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2025.

Based on Centricity Wealth Management's 13F filing for Q2 2025, filed 18 Jul 2025.