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

Cherry Tree 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
2026 Q1	$38.2K	Hold	345	–	–	0.01%	296
2025 Q4	$33.9K	Hold	345	–	–	0.01%	305
2025 Q3	$33.4K	Hold	345	–	–	0.01%	288
2025 Q2	$28.1K	Hold	345	–	–	0.01%	303
2025 Q1	$23.5K	Hold	345	–	–	0.01%	322
2024 Q4	$26.6K	Buy	345 +58	+20%	+$4.63K	0.01%	304
2024 Q3	$21.4K	Buy	287 +66	+30%	+$4.67K	0.01%	336
2024 Q2	$15.1K	Hold	221	–	–	﹤0.01%	356
2024 Q1	$14.9K	Hold	221	–	–	﹤0.01%	344
2023 Q4	$12.8K	Hold	221	–	–	﹤0.01%	338
2023 Q3	$11.4K	Hold	221	–	–	﹤0.01%	334
2023 Q2	$11.9K	Buy	+221	New	+$10.7K	﹤0.01%	326

Other funds holding AIRR

Bank of America

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 $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 Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

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 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