Clearstead Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Clearstead Advisors’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	$262K	Buy	1,969 +1,169	+146%	+$148K	﹤0.01%	975
2026 Q1	$88.6K	Sell	800 -83	-9%	-$9.39K	﹤0.01%	1164
2025 Q4	$86.8K	Hold	883	–	–	﹤0.01%	1168
2025 Q3	$85.4K	Hold	883	–	–	﹤0.01%	1097
2025 Q2	$71.9K	Buy	+883	New	+$65.1K	﹤0.01%	1168

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

Clearstead Advisors's AIRR Position: Q2 2026 in Review

Clearstead Advisors increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 146% in Q2 2026, buying an estimated $148K and bringing the position to 1,969 shares worth $262K. The position accounts for ﹤0.01% of the portfolio, ranked #975.

Clearstead Advisors first reported a position in AIRR in Q2 2025 and has held it in 5 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Clearstead Advisors held 1,969 shares of First Trust RBA American Industrial Renaissance ETF worth $262K as of Q2 2026.
Clearstead Advisors bought 1,169 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $148K.
First Trust RBA American Industrial Renaissance ETF made up ﹤0.01% of Clearstead Advisors's portfolio in Q2 2026, its #975 holding.
Clearstead Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2025 and has held it in 5 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Clearstead Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.