Evergreen Wealth Solutions’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Evergreen Wealth Solutions’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	$556K	Sell	4,530 -8,963	-66%	-$1.13M	0.03%	301
2026 Q1	$1.49M	Buy	13,493 +2,644	+24%	+$299K	0.11%	130
2025 Q4	$1.07M	Buy	+10,849	New	+$1.06M	0.15%	73

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

Evergreen Wealth Solutions's AIRR Position: Q2 2026 in Review

Evergreen Wealth Solutions reduced its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 66% in Q2 2026, selling an estimated $1.13M and leaving 4,530 shares worth $556K. The position accounts for 0.03% of the portfolio, ranked #301.

Evergreen Wealth Solutions first reported a position in AIRR in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.49M in Q1 2026. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Evergreen Wealth Solutions held 4,530 shares of First Trust RBA American Industrial Renaissance ETF worth $556K as of Q2 2026.
Evergreen Wealth Solutions sold 8,963 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $1.13M.
First Trust RBA American Industrial Renaissance ETF made up 0.03% of Evergreen Wealth Solutions's portfolio in Q2 2026, its #301 holding.
Evergreen Wealth Solutions first reported a position in First Trust RBA American Industrial Renaissance ETF in Q4 2025 and has held it in 3 quarters since.
Evergreen Wealth Solutions's First Trust RBA American Industrial Renaissance ETF position peaked at $1.49M in Q1 2026.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Evergreen Wealth Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.