Gladstone Institutional Advisory’s First Trust RBA American Industrial Renaissance ETF AIRR Stock Holding History

Gladstone Institutional Advisory’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	$3.41M	Buy	25,554 +1,400	+6%	+$177K	0.11%	197
2026 Q1	$2.68M	Buy	24,154 +14,828	+159%	+$1.68M	0.1%	213
2025 Q4	$917K	Buy	9,326 +1,563	+20%	+$153K	0.03%	380
2025 Q3	$751K	Buy	7,763 +225	+3%	+$20.1K	0.03%	426
2025 Q2	$614K	Buy	7,538 +605	+9%	+$44.6K	0.03%	446
2025 Q1	$473K	Buy	+6,933	New	+$522K	0.02%	482
2024 Q1	–	Sell	-3,999	Closed	-$231K	–	643
2023 Q4	$231K	Sell	3,999 -4,859	-55%	-$251K	0.01%	590
2023 Q3	$456K	Buy	8,858 +596	+7%	+$32K	0.03%	399
2023 Q2	$447K	Sell	8,262 -332	-4%	-$16.1K	0.03%	425
2023 Q1	$413K	Sell	8,594 -45	-0.5%	-$2.16K	0.03%	451
2022 Q4	$381K	Sell	8,639 -871	-9%	-$38.3K	0.03%	452
2022 Q3	$364K	Sell	9,510 -2,137	-18%	-$88K	0.03%	454
2022 Q2	$433K	Sell	11,647 -2,422	-17%	-$95.2K	0.03%	439
2022 Q1	$596K	Sell	14,069 -47,263	-77%	-$2M	0.04%	390
2021 Q4	$2.77M	Sell	61,332 -7,440	-11%	-$331K	0.21%	129
2021 Q3	$2.82M	Buy	68,772 +12,038	+21%	+$496K	0.28%	102
2021 Q2	$2.33M	Buy	+56,734	New	+$2.35M	0.28%	98

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

Gladstone Institutional Advisory's AIRR Position: Q2 2026 in Review

Gladstone Institutional Advisory increased its First Trust RBA American Industrial Renaissance ETF (AIRR) stake by 5.8% in Q2 2026, buying an estimated $177K and bringing the position to 25,554 shares worth $3.41M. The position accounts for 0.11% of the portfolio, ranked #197.

Gladstone Institutional Advisory first reported a position in AIRR in Q2 2021 and has held it in 17 quarters since. 568 funds tracked by Wall St. Rank hold AIRR as of Q2 2026.

Gladstone Institutional Advisory held 25,554 shares of First Trust RBA American Industrial Renaissance ETF worth $3.41M as of Q2 2026.
Gladstone Institutional Advisory bought 1,400 First Trust RBA American Industrial Renaissance ETF shares in Q2 2026, an estimated $177K.
First Trust RBA American Industrial Renaissance ETF made up 0.11% of Gladstone Institutional Advisory's portfolio in Q2 2026, its #197 holding.
Gladstone Institutional Advisory first reported a position in First Trust RBA American Industrial Renaissance ETF in Q2 2021 and has held it in 17 quarters since.
568 funds tracked by Wall St. Rank held First Trust RBA American Industrial Renaissance ETF as of Q2 2026.

Based on Gladstone Institutional Advisory's 13F filing for Q2 2026, filed 27 Jul 2026.