EP Wealth Advisors’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

EP Wealth Advisors’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	$1.54M	Sell	11,587 -2,563	-18%	-$324K	0.01%	642
2026 Q1	$1.57M	Sell	14,150 -2,595	-15%	-$294K	0.01%	534
2025 Q4	$1.65M	Buy	+16,745	New	+$1.64M	0.01%	489
2025 Q2	$1.96M	Buy	+24,130	New	+$1.78M	0.01%	420

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

EP Wealth Advisors's AIRR Position: Q2 2026 in Review

EP Wealth Advisors reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 18% in Q2 2026, selling an estimated $324K and leaving 11,587 shares worth $1.54M. The position accounts for 0.01% of the portfolio, ranked #642.

EP Wealth Advisors first reported a position in AIRR in Q2 2025 and has held it in 4 quarters since. The position peaked at $1.96M in Q2 2025. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

EP Wealth Advisors held 11,587 shares of First Trust RBA American Industrial Renaissance ETF worth $1.54M as of Q2 2026.
EP Wealth Advisors sold 2,563 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $324K.
First Trust RBA American Industrial Renaissance ETF made up 0.01% of EP Wealth Advisors's portfolio in Q2 2026, its #642 holding.
EP Wealth Advisors first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2025 and has held it in 4 quarters since.
EP Wealth Advisors's First Trust RBA American Industrial Renaissance ETF position peaked at $1.96M in Q2 2025.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

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