Corient Private Wealth’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Corient Private Wealth’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	$436K	Hold	3,268	–	–	﹤0.01%	2330
2026 Q1	$332K	Sell	3,268 -32	-1%	-$3.62K	﹤0.01%	2264
2025 Q4	$324K	Buy	3,300 +300	+10%	+$29.4K	﹤0.01%	2123
2025 Q3	$290K	Buy	+3,000	New	+$268K	﹤0.01%	2140

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

Corient Private Wealth's AIRR Position: Q2 2026 in Review

Corient Private Wealth held its First Trust RBA American Industrial Renaissance ETF (AIRR) position steady in Q2 2026 at 3,268 shares worth $436K. The position accounts for ﹤0.01% of the portfolio, ranked #2330.

Corient Private Wealth first reported a position in AIRR in Q3 2025 and has held it in 4 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Corient Private Wealth held 3,268 shares of First Trust RBA American Industrial Renaissance ETF worth $436K as of Q2 2026.
Corient Private Wealth left its First Trust RBA American Industrial Renaissance ETF share count unchanged in Q2 2026.
First Trust RBA American Industrial Renaissance ETF made up ﹤0.01% of Corient Private Wealth's portfolio in Q2 2026, its #2330 holding.
Corient Private Wealth first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2025 and has held it in 4 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Corient Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.