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

Elmwood 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 Q2	$9.08M	Buy	68,155 +130	+0.2%	+$16.4K	2.27%	7
2026 Q1	$7.54M	Buy	68,025 +9,822	+17%	+$1.11M	2.08%	10
2025 Q4	$5.72M	Buy	58,203 +1,213	+2%	+$119K	1.81%	13
2025 Q3	$5.51M	Buy	56,990 +1,024	+2%	+$91.6K	1.95%	13
2025 Q2	$4.56M	Buy	55,966 +10,411	+23%	+$768K	1.81%	14
2025 Q1	$3.11M	Buy	45,555 +21,750	+91%	+$1.64M	1.27%	28
2024 Q4	$1.83M	Buy	+23,805	New	+$1.9M	0.74%	51

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

Elmwood Wealth Management's AIRR Position: Q2 2026 in Review

Elmwood Wealth Management increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 0.19% in Q2 2026, buying an estimated $16.4K and bringing the position to 68,155 shares worth $9.08M. The position accounts for 2.27% of the portfolio, ranked #7.

Elmwood Wealth Management first reported a position in AIRR in Q4 2024 and has held it in 7 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Elmwood Wealth Management held 68,155 shares of First Trust RBA American Industrial Renaissance ETF worth $9.08M as of Q2 2026.
Elmwood Wealth Management bought 130 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $16.4K.
First Trust RBA American Industrial Renaissance ETF made up 2.27% of Elmwood Wealth Management's portfolio in Q2 2026, its #7 holding.
Elmwood Wealth Management first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2024 and has held it in 7 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Elmwood Wealth Management's 13F filing for Q2 2026, filed 8 Jul 2026.