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

Comprehensive 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	$24.9M	Buy	225,184 +90,446	+67%	+$10.2M	12.61%	3
2025 Q4	$13.2M	Buy	134,738 +61,464	+84%	+$6.02M	7.81%	5
2025 Q3	$7.08M	Buy	73,274 +19,714	+37%	+$1.76M	5.02%	6
2025 Q2	$4.36M	Buy	53,560 +30,269	+130%	+$2.23M	3.51%	6
2025 Q1	$1.59M	Buy	+23,291	New	+$1.75M	1.11%	13

Other funds holding AIRR

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 $377B AUM 19.32% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $324B AUM 22.36% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

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 Chicago, Illinois $374B AUM 17.66% 1-Year Est. Return

Comprehensive Wealth Management's AIRR Position: Q1 2026 in Review

Comprehensive Wealth Management increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 67% in Q1 2026, buying an estimated $10.2M and bringing the position to 225,184 shares worth $24.9M. The position accounts for 12.61% of the portfolio, ranked #3.

Comprehensive Wealth Management first reported a position in AIRR in Q1 2025 and has held it in 5 quarters since. 497 funds tracked by Wall St. Rank hold AIRR as of Q1 2026.

Comprehensive Wealth Management held 225,184 shares of First Trust RBA American Industrial Renaissance ETF worth $24.9M as of Q1 2026.
Comprehensive Wealth Management bought 90,446 First Trust RBA American Industrial Renaissance ETF shares in Q1 2026, an estimated $10.2M.
First Trust RBA American Industrial Renaissance ETF made up 12.61% of Comprehensive Wealth Management's portfolio in Q1 2026, its #3 holding.
Comprehensive Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q1 2025 and has held it in 5 quarters since.
497 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2026.

Based on Comprehensive Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.