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 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

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 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

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Cherry Tree Wealth Management's AIRR Position: Q1 2026 in Review

Cherry Tree Wealth Management held its First Trust RBA American Industrial Renaissance ETF (AIRR) position steady in Q1 2026 at 345 shares worth $38.2K. The position accounts for 0.01% of the portfolio, ranked #296.

Cherry Tree Wealth Management first reported a position in AIRR in Q2 2023 and has held it in 12 quarters since. 501 funds tracked by Wall St. Rank hold AIRR as of Q1 2026.

Cherry Tree Wealth Management held 345 shares of First Trust RBA American Industrial Renaissance ETF worth $38.2K as of Q1 2026.
Cherry Tree Wealth Management left its First Trust RBA American Industrial Renaissance ETF share count unchanged in Q1 2026.
First Trust RBA American Industrial Renaissance ETF made up 0.01% of Cherry Tree Wealth Management's portfolio in Q1 2026, its #296 holding.
Cherry Tree Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2023 and has held it in 12 quarters since.
501 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2026.

Based on Cherry Tree Wealth Management's 13F filing for Q1 2026, filed 5 May 2026.