Creative Planning’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Creative Planning’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	$2.46M	Buy	22,182 +42	+0.2%	+$4.75K	﹤0.01%	1740
2025 Q4	$2.18M	Buy	22,140 +2,925	+15%	+$287K	﹤0.01%	1662
2025 Q3	$1.86M	Sell	19,215 -596	-3%	-$53.3K	﹤0.01%	1612
2025 Q2	$1.61M	Sell	19,811 -995	-5%	-$73.4K	﹤0.01%	1486
2025 Q1	$1.42M	Buy	20,806 +2,791	+15%	+$210K	﹤0.01%	1440
2024 Q4	$1.39M	Buy	+18,015	New	+$1.44M	﹤0.01%	1393
2017 Q3	–	Sell	-100	Closed	-$2K	–	1927
2017 Q2	$2K	Hold	100	–	–	﹤0.01%	4274
2017 Q1	$2K	Hold	100	–	–	﹤0.01%	4253
2016 Q4	$2K	Hold	100	–	–	﹤0.01%	4230
2016 Q3	$2K	Buy	+100	New	+$1.95K	﹤0.01%	4195

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

Creative Planning's AIRR Position: Q1 2026 in Review

Creative Planning increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 0.19% in Q1 2026, buying an estimated $4.75K and bringing the position to 22,182 shares worth $2.46M. The position accounts for ﹤0.01% of the portfolio, ranked #1740.

Creative Planning first reported a position in AIRR in Q3 2016 and has held it in 10 quarters since. 497 funds tracked by Wall St. Rank hold AIRR as of Q1 2026.

Creative Planning held 22,182 shares of First Trust RBA American Industrial Renaissance ETF worth $2.46M as of Q1 2026.
Creative Planning bought 42 First Trust RBA American Industrial Renaissance ETF shares in Q1 2026, an estimated $4.75K.
First Trust RBA American Industrial Renaissance ETF made up ﹤0.01% of Creative Planning's portfolio in Q1 2026, its #1740 holding.
Creative Planning first reported a position in First Trust RBA American Industrial Renaissance ETF in Q3 2016 and has held it in 10 quarters since.
497 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q1 2026.

Based on Creative Planning's 13F filing for Q1 2026, filed 12 May 2026.