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

Concentrum 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 		$648K Buy
5,854
+1,366
+30% +$155K 0.19% 56
2025
Q4 		$441K Buy
+4,488
New +$440K 0.12% 57
2025
Q2 		– Sell
-18,784
Closed -$1.28M – 74
2025
Q1 		$1.28M Buy
18,784
+12,739
+211% +$958K 0.47% 32
2024
Q4 		$466K Buy
+6,045
New +$482K 0.16% 50

Other funds holding AIRR

Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $377B 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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
Cambridge Investment Research Advisors
Cambridge Investment Research Advisors Fairfield, Iowa $43.3B AUM 29.3% 1-Year Est. Return
Osaic Holdings
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

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

Concentrum Wealth Management increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 30% in Q1 2026, buying an estimated $155K and bringing the position to 5,854 shares worth $648K. The position accounts for 0.19% of the portfolio, ranked #56.

Concentrum Wealth Management first reported a position in AIRR in Q4 2024 and has held it in 4 quarters since. The position peaked at $1.28M in Q1 2025. 498 funds tracked by Wall St. Rank hold AIRR as of Q1 2026.

  • Concentrum Wealth Management held 5,854 shares of First Trust RBA American Industrial Renaissance ETF worth $648K as of Q1 2026.
  • Concentrum Wealth Management bought 1,366 First Trust RBA American Industrial Renaissance ETF shares in Q1 2026, an estimated $155K.
  • First Trust RBA American Industrial Renaissance ETF made up 0.19% of Concentrum Wealth Management's portfolio in Q1 2026, its #56 holding.
  • Concentrum Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and has held it in 4 quarters since.
  • Concentrum Wealth Management's First Trust RBA American Industrial Renaissance ETF position peaked at $1.28M in Q1 2025.
  • 498 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2026.

Based on Concentrum Wealth Management's 13F filing for Q1 2026, filed 4 May 2026.